View Call Details

Here's how to see call details using the calendar.

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. To view the related items for the selected call, tap the following names in the list in the side pane:

   • Call Planning. Shows the home page for Siebel Pharma where you can view the call planning information for and schedule new calls for contacts and accounts. For more information, see the following:

     • View Call Planning Information

     • Schedule Calls for Contacts and Accounts

   • Attendees. Shows the attendee information for the call. For more information, see Change Attendee Information for a Call.

   • Promotional Items Dropped. Shows the number of dropped promotional items for the call. For more information, see Change Promotional Items for a Call.

   • Samples Dropped. Shows the number of dropped samples for the call. For more information, see Change Samples for a Call.

   • Product Details. Shows the product details for the call. For more information, see Change Product Details for a Call.

   • Validation Results. Shows the validation results for the call. For more information, see View Validation Results for a Call.

   • Literature. Shows the literature information for the call. For more information, see Add Literature Information to a Call.

   • Presentation Detail. Shows the presentation detail information for the call. For more information, see View Presentation Detail Information for a Call.

4. To show a presentation for the selected call, tap the Detail button in the main pane. For more information, see Show Presentations in Siebel Mobile.