Call Activity Record State Stage Definitions

The following table describes the state stages for a call activity record of type account, attendee, or professional call.

Table Record State Stage Definitions for an Account Call, Attendee Call, or Professional Call

State Stage Description

In Progress

All newly created account or professional call activity records have a status of In Progress.

Planned

Newly created professional, attendee, or account calls that are created automatically initially have a status of Planned.

Completed

This means that the professional, attendee, or account call has completed, but all details have not been entered into Oracle CRM On Demand yet.

Submitted

When an account or professional call is submitted (by clicking the Submit button), its status changes to Submitted. At this point, the call is locked and no modifications can be made to the record.

Submitting

When an account, attendee or profession call is in the process of being submitted from the Oracle CRM On Demand Disconnected Mobile Sales application. After all processing has completed, Oracle CRM On Demand changes the status to Submitted and locks the record according to the related access control defined for the Submitted and Signed transition state entry in the table in Step c in Creating a Business Process to Lock Call Activity Records.

Signed

This means that the account or professional call has completed and a signature acquired. At this point, the record is locked and no changes can be made to it.

Deferred

A planned account or professional call can be rescheduled or deferred.