Question:
How to identify when CRM CLM is used for a Call Report?
Answer:
The use of CLM during a Call is tracked in the Call Key Message Object.
The following fields are used in reports to capture the information stamped on the Call Key Message:
- Clm_Presentation_Name_vod
- Key_Message_Name_vod - required
- Clm_Presentation_vod
- Clm_Presentation_Version_vod
- Slide_Verson_vod
These fields are used in the following reports:
- CLM Presentation Views per Product – displays the number of CLM Presentation views grouped by Product. This is calculated based on the number of CLM Calls where the presentation was viewed.
- CLM Presentation Views by Month – displays the number of CLM Presentation views by month. This is calculated based on the number of Calls where the presentation was viewed within each month.
- CLM Presentation Views by Account – displays the number of CLM Presentation views by Account. This is calculated based on the number of Calls for each Account where the presentation was viewed.
- CLM Presentation Views by User – displays the number CLM Presentation views per user. This is calculated based on the number of Calls for each user where the presentation was viewed.
Related Documentation:
CRM Help Documentation: Key Messages
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