Adding Post Call Information
After a call, users can record additional information related to the call through integration with other applications and other Veeva CRM modules.
- Recording Call Expenses in Multiple Currencies - Users may travel to multiple countries and need to report call expenses in currencies other than their default currency
- Attaching Expense Receipts for Call Reporting with SAP Concur- For implementations that are integrated with SAP Concur, iPad users can upload receipts associated with calls prior to submitting the Call to SAP Concur, which eliminates the need to manually upload those receipts to SAP Concur
- Creating Follow-up Activities on the Call Report - Users can schedule follow-up activities from within a call report