Viewing Call Planning Information
On the home page, you can view the call planning information for contacts and accounts in the calendar.
To view the call planning information
-
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. -
-
On the calendar in the main pane, view the call planning information as follows:
-
Use the navigation arrows to navigate across dates and view the calls scheduled on different dates.
-
Tap Today to see the calls scheduled for today’s date.
-
Tap the Daily, Weekly, or Monthly calendar buttons to switch between the daily, weekly, or monthly view of calls scheduled.
-
Tap 2 to switch the daily display to two hourly intervals.
-
Tap 4 to switch the daily display to four hourly intervals.
The default daily display interval is one hour.
-
-
On the calendar in the main pane, you can do the following:
-
To extend the duration of a call, select the border of the call and (without releasing the selection) then move the border out.
-
To move a call, select the call and (without releasing the selection) then move the call to a different time or date on the calendar.
-
To schedule a call for a contact or an account, see Scheduling Calls For Contacts and Accounts.
-
Tap a call on the calendar to drill down on and display the call details. For more information, see Displaying Call Details (Siebel Pharma).
-