Conduct Customer Calls

Sales representatives typically perform the following tasks when conducting customer calls:

• Review, modify, and create new calls as required. For more information, see the following:

  • Change Attendee Information for a Call

  • View Call Details

  • Change Call Information

• Review and modify as required the call’s associated attendees, promotional items, samples, product details, literature, and presentation detail information. For more information, see the following:

  • Change Attendee Information for a Call

  • Change Promotional Items for a Call

  • Change Samples for a Call

  • Change Product Details for a Call

  • Add Literature Information to a Call

  • View Presentation Detail Information for a Call

• Deliver personalized content and presentations to customers and capture feedback as required. For more information, see Use the Personalized Content Delivery Viewer in Siebel Pharma.

• Record signatures for calls. For more information, see Capture Signatures for Calls.

• Submit calls for processing. For more information, see Submit a Call for Processing.

• Review the validation results for a call as required to determine any errors in the call data. For more information, see Manage Accounts for Siebel Pharma.