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Viewing Account Data for a D&B Prospect

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. From the application-level menu, choose View > Site Map > List Management >Lists.
  2. In the Lists list, locate and drill down on the D&B list name.
  3. In the List Contacts and Prospects list, drill down on the name in the Prospect Last Name field.

    4. 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, drill down on the Matched Account Name hyperlink.

 Siebel Marketing Guide, Version 7.5, Rev. A 
 Published: 18 April 2003