Viewing Presentation Information for a Call

Complete the following procedure to view the presentation information for a call. The following types of files are supported: GIF, JPEG, JPG, MP4, PDF, PNG, HTML, and ZIP.

To view the presentation detail information for a call

  1. Tap Side Menu and then tap Call Items to display the following:

    • Call details and activities in the main pane.

    • Summary call details and a second level navigation list in the side pane.

  2. Navigate to the call that you want using the navigation arrows in the main pane.

    All activities for the call appear after the call details in the main pane.

  3. Tap Presentation Details in the list in the side pane.

    All the presentation items (promotions and promotional items) associated with the call appear in the main pane.

    Note: You must complete ceratin tasks in Siebel CRM for presentation data to appear in this view. For more information, see Prerequisites to Viewing Presentation Informationfor a Call.

    The following table describes the presentation detail information.

    Field Name

    Description

    Sequence #

    Tracks the presentation items and the order in which the presentation items were shown during the call.

    Promotion

    The name of the presentation item that was shown during the call.

    Duration

    The duration in seconds that the presentation item was shown during the call.

    Response

    The response rating recorded for the presentation item.

  4. To show presentations and record responses to presentations, see Showing Presentations for a Call and Recording Responses to Presentations.