Tracking the Best Calling Times
To record and track the best time to call on a contact (typically, a physician or another health care provider), complete the following procedure to add the best calling time. Creating this record allows you to track when a contact is available at a given location.
NOTE: If you do not see the Best Times section in your Contact Detail page, add this section as described in Changing Your Detail Page Layout, or contact your company administrator. This feature is available in Oracle CRM On Demand Life Sciences Edition only.
To track the best calling time
- From the Contact Detail page, scroll to the Best Times section, and click New.
- Complete the fields described in the following table.
Field
|
Description
|
Day
|
The planned day of the call, for example, Monday. Use the picklist to select a day. (Required)
|
Start Time
|
The planned start time for the call, for example, 11:00 a.m. (Required)
|
End Time
|
The planned end time for the call, for example, 1:00 p.m. or 13:00. (Required)
|
Comments
|
A description of the call.
|
Street Address
|
The street address of the contact. Use the Lookup selector to choose the address. (Required)
|
- Save the record.
|
