Supported Call Reporting Functionality on CRM iPhone
Users can schedule several different types of calls from different entry points and capture various types of information, including call attendees, products and product discussions, call channels, call location, and signatures for sampling.
Default Functionality
Scheduling and Planning a Call
Executing a Call
- Selecting a Call Address
- Selecting a Territory
- Adding Call Attendees
- Detailing Products on the Call Report
- Capturing Product Discussions on the Call Report
- Using the More Actions Button
- Saving a Call Report
Submitting a Call
Advanced Functionality
Executing a Call
- Selecting a Call Channel
- Auto-Populating the Call Channel
- Restricting Call Channels
- Selecting Call Report Record Types
- Selecting the Call Location
- Capturing GPS Coordinates on the Call Report
- Call Address Dependency
- Capturing the Call Date Only
- Displaying Additional Information on the Call Report
- Using Action Items on the Call Report
- Capturing Unique Information on Group Call Attendees
- Customizing Product Discussions on the Call Report
- Requiring Medical Discussions on the Call Report
- Capturing Electronic Signatures for Sampling
- Swapping the Signee
- Modifying the Signature Disclaimer
- Displaying Country-Specific Disclaimers
- Displaying HCP Information on the Signature Page
- Displaying a Marketing Banner
- Creating Follow-up Activities on the Call Report
- Restricting Calls by Account
- Restricting Products by Account
- Defining Allowed Products
