Siebel Consumer Goods Guide > Managing Accounts >

Process of Managing Accounts

This section lists the tasks typically performed by administrators and end users when managing accounts. Your company may follow a different process according to its business requirements.

Administrator Procedures

The following list shows tasks administrators typically perform to manage accounts:

1. Creating or Modifying Accounts
2. Deleting Accounts
3. Setting Up Account Hierarchies
4. Profiling Accounts
5. Creating Account Contacts, as described in the Applications Administration Guide
6. Creating Addresses for Accounts
7. Creating Account Assessment Templates, as described in the Applications Administration Guide
8. Assigning Account Team Members

   Account team members can be designated manually or automatically with the use of Siebel Assignment Manager.

   • For information about manually assigning account team members, see the Applications Administration Guide.
   • For more information about using Siebel Assignment Manager, see the Siebel Assignment Manager Administration Guide.

End-User Procedures

The following list shows tasks end users typically perform to access and use account information:

• Removing Yourself from Account Teams (End User)
• Associating Activities with Accounts (End User)
• Associating Contacts with Accounts (End User)
• Adding Merchandising Locations to Accounts (End User)