Recording a Contact Call for a Different Contact at the Time of Signature Capture

A sales representative creates a call for a contact, but prior to saving the signature, sales representative might need to choose a different contact or change the address of the call. The representative might need to create a new sample drop call for another contact whom he or she might have met while waiting for the first contact to arrive.

A representative can change an existing call, and click Pick And Sign to quickly navigate back to the Signature Capture view.

A representative can also create a new Call record based on an existing call directly from within the Contact Call view. The New Sample Drop button on the Contacts Call applet enables users to create a Contact Call record with contact Id, address and samples dropped based on data setup from an existing call. The created Call records are displayed in the Contacts Call Detail view under Activities. The user is prompted to select the contact name, and click Pick And Sign to capture the signature.

This task is a step in Process of Completing Call Activities.