Siebel Consumer Goods Guide > Managing Accounts >

Profiling Accounts

Account profiles maintain and display information specific to the type classification of an account. For example, an account of type Retailer will have a different profile than an account that is of the type Distributor.

This task is a step in Process of Managing Accounts.

To profile an account

  1. Navigate to the Accounts screen > Accounts List view.
  2. Drill down on the Name field hyperlink for a selected account, and click the Profiles view tab.

    The Profile form that appears on the Account Profile view depends on the type of account selected.

    • If the Account Type value is HQ, an HQ Profile form appears.
    • If the Account Type value is Retailer, a Retail Profile form appears.
  3. In the Profile form, complete the necessary fields.
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