Viewing Pre-Call Information

The Pre-Call view is a single view that provides end users with a thumbnail view of important information related to an account. Users can access this view prior to making a call to get a summary of key information about the account they are about to visit.

This task is a step in Process of Managing Accounts.

To view pre-call information

1. Navigate to the Accounts screen, then the Accounts List view.

2. In the Accounts list, drill down on an account.

3. Click the Pre-Call tab.

   The Pre-Call view appears, displaying the lists described in the following table.

   List	Comments
   Product Sales	Product sales information associated with the account.
   Contact Affiliations	Lists all contacts affiliated with the account. This list can also be populated in the Contact Affiliations view. For more information, see Indicating an Affiliation Between an Account and a Contact.
   Activities	Features a historical list of all activities associated with the account. For more information on working with activities, see About Creating Activities.

4. (Optional) Select the Contact Affiliations or Activities lists, create a new record and complete the necessary fields.