Add Literature Information to a Call

Here's how to add literature information to a call.

Literature information includes sales and marketing literature, such as product brochures, technical reference papers, and data sheets. The following file types are supported: GIF, JPEG, JPG, MP4, PDF, PNG, HTML, and ZIP.

Note: For more information about literature in Siebel CRM, see the chapter about literature administration in Siebel Applications Administration Guide.

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.

2. Tap a call on the calendar in the main pane to open it and display the following:

   • The details for the selected call in the main pane.

   • A list in the side pane in which you can select the related items for the call.

3. Add literature to the call as follows:

   • Tap Literature in the list in the side pane.

     All literature associated with the call appears in the Literature list in the main pane.

   • Tap Add (the plus (+) icon) in the main pane, choose the literature item on the list that appears, and then tap OK.