Scheduling Calls For Contacts and Accounts

On the home page, you can schedule calls for contacts and accounts in the calendar.

Note: Scheduling calls in the calendar is similar to scheduling activities in the calendar. For more information about using the calendar to schedule activities, see Siebel Fundamentals Guide.

To schedule calls for contacts and accounts

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

   • The calendar showing the call planning information in the main pane.

   • The Contacts and Accounts list in the side pane.

     Tap Contacts or Accounts to expand the corresponding contacts or accounts list.

   Note: You can perform the remaining steps in this task only in online mode.

2. Schedule a new contact call as follows:

   1. Tap Contacts in the side pane to expand the contacts list, and then select a contact from the list.

   2. Select a contact and (without releasing the selection) then move the contact onto the calendar in the main pane.

   3. Drill down on the new call to open it.

   4. Modify the call details as required. For more information, see Modifying Call Information.

   5. Modify the related items for the call as required. For more information, see Displaying Call Details (Siebel Pharma).

3. Schedule a new account call as follows:

   1. Tap Accounts in the side pane to expand the accounts list, and then select a contact from the list.

   2. Select an account and (without releasing the selection) then move the account onto the calendar in the main pane.

   3. Drill down on the new call to open it.

   4. Modify the call details as required. For more information, see Modifying Call Information.

   5. Modify the related items for the call as required. For more information, see in Displaying Call Details (Siebel Pharma).