Siebel Life Sciences Guide > Administering and Managing Accounts in Life Sciences >

Process of Managing Accounts

This section details sample tasks often performed by administrators and sales representatives to record account calls. 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:

• Specifying a Competitor.
• Deleting an Account.
• Generating Account Hierarchies. The account hierarchy lists accounts, child accounts and the activities, contacts and opportunities associated with all the accounts.
• Associating a Brick with an Account Address.

End-User Procedures

The following list shows tasks end users typically perform when managing account information in the field:

• Entering an Account (End User).
• Specifying an Account Profile (End User).
• Viewing Account Hierarchies in Roll-up Views (End User).
• Creating Category Information for an Account (End User).
• Indicating an Affiliation Between an Account and a Contact (End User).
• Indicating Affiliations Between Accounts (End User).
• Creating Subaccounts (End User).
• Viewing Pre-Call Information (End User).
• Tracking Documentation Associated with Accounts (End User). Representatives can review documentation associated with an account, the contacts responsible for each document and when reviews are due.