Considerations When Setting Up Call Reports

Call reports let salespeople capture the outcome of a sales activity, make related changes, and track key updates. When setting up call reports, consider these points:

• You can modify lookup types and profile options related to call reports.

• You can configure call reports using Application Composer, to suit the requirements of your organization.

Modify Activity Objectives and Outcomes

Call reports record a snapshot of the outcome of a sales activity, including summaries, meeting minutes, complete objectives, attendees, attachments, notes, and so forth. You can use the Manage Activity Standard Lookups task in the Setup and Maintenance work area to update or modify the lookup type values for activity objectives and outcomes.

Here are the lookup types for objectives and outcomes:

Lookup Type	Display Name	Description
ORA_ZMM_ACTIVITY_OBJECTIVE	Activity Objective	Possible objectives of a sales activity.
ZMM_ACTIVITY_OUTCOME	Activity Outcome	Possible outcomes of a customer activity.

Note: These lookup types don't support tags.

Enable Call Report Submissions

Use the Submit Call Report Action Enabled (ZMM_ACTIVITY_ENABLE_SUBMIT_CALL_REPORT) profile option to enable submission of call reports. These are the options:

• Yes: The Submit button is enabled on the Create Call Report page. When you click Submit, the application sets the call report to read-only and salespeople can't modify the call report.

• No: The Submit button isn't displayed on the Create Call Report page. This is the default value.

Access the profile option from the Manage Administrator Profile Values task in the Setup and Maintenance work area.