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Viewing Account Data for D&B Prospects


The account related to a D&B prospect may already exist as a Siebel account. You can use the following procedure to view account information after you promote an account from a D&B account to a Siebel account.

To view the account information for a D&B prospect

  1. Navigate to the List Management screen > Lists view.
  2. In the Lists list, click the D&B list name.
  3. In the List Contacts and Prospects list, click the name in the Prospect Last Name field.

    NOTE:  Make sure you select the Prospect Last Name and not the Contact Last Name.

  4. Click the More Info view tab.
  5. In the Prospects list, click the Matched Account Name.

    If there is no matching account name, the field is blank.

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