Applications Administration Guide > Using Accounts in Siebel Call Center >

Managing Business Data with the Accounts Screen

An account can be a company representing a customer, a prospective customer, a partner, a supplier, or a competitor.

Call center agents can use the Accounts screen to organize and track data when performing the following tasks:

  • Creating accounts
  • Creating and associating activities with an account
  • Associating contacts with an account
  • Researching the following kinds of account information:
    • Service Requests
    • Contractual Agreements
    • Product Issues
    • Activity History
    • Account Status

If your organization serves mostly businesses, the Accounts screen is a good screen to use when answering general inbound phone calls. If your organization serves mostly individual consumers, or if you are answering inbound calls related to a marketing campaign, the Contacts screen is a better screen to use when answering inbound calls.

Applications Administration Guide