Applications Administration Guide > Using Accounts in Siebel Call Center >

Creating an Account

As a central object for managing customer relationships, an account record must be created for each prospective or customer account before other supporting information can be entered about the account. After an account is created, an agent can begin to add and track important details such as individual contacts, opportunities, and service requests.

To create an account

1. Navigate to the Accounts screen.
2. In the More Info form, click New, and complete the fields for the new record.

   To view additional fields, click the show more button.

   The following table describes some of the fields.

   Field	Visible by Default?	Comments
   Account Team	Yes	Employees assigned to work with this account. If a call center user is not a member of the Account Team, that user will not receive information about this account during Mobile Web Client synchronization.
   Account Type	Yes	Indicates the relationship of the account to your company. Typical values include Customer, Competitor, Consultant, Partner, Vendor, and so on.
   Address Line 1	No	First line of account address. This value appears in some Contacts screen views, as well as Account screen views, for contacts that are associated with this account.
   Address Line 2	No	Second line of account address. This value appears in some Contacts screen views, as well as Account screen views, for contacts that are associated with this account.
   Assignment Area Code	No	Indicates account area code for Siebel Assignment Manager to use when automatically setting attributes such as Account Team memberships. Assignment Manager checks this value for matches to assignment rules.
   Assignment Country Code	No	Indicates account country code for Siebel Assignment Manager to use when automatically setting attributes such as Account Team memberships. Assignment Manager checks this value for matches to assignment rules.
   Currency	No	Monetary unit to be used in transactions with the account.
   Current Volume	Yes	Value of the products and services that a customer has purchased, so far.
   Disable Cleansing	No	When selected, prevents data quality cleansing, which verifies that the address is real and standardizes address formatting.
   Domestic Ultimate DUNS	No	D&B D-U-N-S (Data Universal Numbering System) number belonging to the highest-level related member within a specific country.
   DUNS #	No	D&B D-U-N-S number for the account. If the account has separate operations at multiple sites, this number applies to the current site.
   Expertise	Yes	Indicates expertise level or type required by the account. Siebel Assignment Manager checks this value for matches to assignment rules when automatically setting attributes such as Account Team memberships.
   Global Ultimate DUNS	No	The D&B D-U-N-S number belonging to the worldwide ultimate parent company of the account.
   Industries	No	Types of business engaged in by the account.
   Location Type	No	Type of facility operated by the account at the specified site.
   Lock Assignment	No	When selected, prevents Assignment Manager from making changes to the Account Team.
   Name	Yes	Name of the account.
   Organization	No	Organization within your company that is assigned to work with the account.
   Parent	Yes	Company of which the account is a subsidiary.
   Parent/HQ DUNS	No	D&B D-U-N-S number belonging to the company of which the account is a subsidiary or to the headquarters site of the account.
   Parent Site	No	Location of the company of which the account is a subsidiary.
   Partner	Yes	When selected, indicates that the account selected represents an external enterprise that is a partner of your company.
   PO Approved	Yes	When selected, indicates that the account may use purchase orders to buy goods or services from your company.
   PO Auto-Approval Limit	No	Maximum value of goods or services the account can buy from your company using purchase orders, unless further approvals are obtained.
   Potential Volume	Yes	Total estimated value of goods and services that a customer will buy.
   Price List	No	List of prices to be quoted to this account.
   Reference	Yes	Indicates that the account can be used as a reference for potential customers to contact.
   Referenceable as of	No	Date the account became a reference.
   Shipping Information	No	Text field for any special information about shipping to the account.
   Shipping Terms	No	Type of shipping charges to be used with this account.
   Site	Yes	Location of the account.
   Stage	Yes	Phase customer has reached in the planning and deployment life cycle of the products they have purchased.
   Status	Yes	The current stage in the customer interaction life cycle. Defaults to Active for a new account record. If set to Candidate, only Account Team members will get information concerning this account during Mobile Web Client synchronization.
   Synonyms	No	Text field for alternate names for the account. For example, an account record for International Business Machines might have IBM as an entry in the Synonym field. Helpful when querying or when using Siebel Data Quality.
   Territories	No	Sales territories associated with the account.