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Siebel Call Center User Guide > Accounts >
Managing Business Data with the Accounts Screen
An account can be a company representing a customer, a prospective customer, a partner, a supplier, or a competitor.
Call center agents can use the Accounts screen to organize and track data when performing the following tasks:
- Creating accounts
- Creating and associating activities with an account
- Associating contacts with an account
- Researching the following kinds of account information:
- Service Requests
- Contractual Agreements
- Product Issues
- Activity History
- Account Status
If your organization serves mostly businesses, the Accounts screen is a good screen to use when answering general inbound phone calls. If your organization serves mostly individual consumers, or if you are answering inbound calls related to a marketing campaign, the Contacts screen is a better screen to use when answering inbound calls.
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Siebel Call Center User Guide Published: 18 April 2003 |