Siebel Call Center User Guide > Accounts >

Creating an Account


As a central object for managing customer relationships, an account record must be created for each prospective or customer account before other supporting information can be entered about the account. After an account is created, an agent can begin to add and track important details such as individual contacts, opportunities, and service requests.

To create an account

  1. Navigate to the Accounts screen.
  2. In the More Info form, click New, and complete the fields for the new record.
  3. To view additional fields, click the show more button.

    The following table describes some of the fields.

    Field
    Visible by Default?
    Comments
    Account Team
    Yes
    Employees assigned to work with this account. If a call center user is not a member of the Account Team, that user will not receive information about this account during Mobile Web Client synchronization.
    Account Type
    Yes
    Indicates the relationship of the account to your company. Typical values include Customer, Competitor, Consultant, Partner, Vendor, and so on.
    Address Line 1
    No
    First line of account address. This value appears in some Contacts screen views, as well as Account screen views, for contacts that are associated with this account.
    Address Line 2
    No
    Second line of account address. This value appears in some Contacts screen views, as well as Account screen views, for contacts that are associated with this account.
    Assignment Area Code
    No
    Indicates account area code for Siebel Assignment Manager to use when automatically setting attributes such as Account Team memberships. Assignment Manager checks this value for matches to assignment rules.
    Assignment Country Code
    No
    Indicates account country code for Siebel Assignment Manager to use when automatically setting attributes such as Account Team memberships. Assignment Manager checks this value for matches to assignment rules.
    Currency
    No
    Monetary unit to be used in transactions with the account.
    Current Volume
    Yes
    Value of the products and services that a customer has purchased, so far.
    Disable Cleansing
    No
    When selected, prevents data quality cleansing, which verifies that the address is real and standardizes address formatting.
    Domestic Ultimate DUNS
    No
    D&B D-U-N-S (Data Universal Numbering System) number belonging to the highest-level related member within a specific country.
    DUNS #
    No
    D&B D-U-N-S number for the account. If the account has separate operations at multiple sites, this number applies to the current site.
    Expertise
    Yes
    Indicates expertise level or type required by the account. Siebel Assignment Manager checks this value for matches to assignment rules when automatically setting attributes such as Account Team memberships.
    Global Ultimate DUNS
    No
    The D&B D-U-N-S number belonging to the worldwide ultimate parent company of the account.
    Industries
    No
    Types of business engaged in by the account.
    Location Type
    No
    Type of facility operated by the account at the specified site.
    Lock Assignment
    No
    When selected, prevents Assignment Manager from making changes to the Account Team.
    Name
    Yes
    Name of the account.
    Organization
    No
    Organization within your company that is assigned to work with the account.
    Parent
    Yes
    Company of which the account is a subsidiary.
    Parent/HQ DUNS
    No
    D&B D-U-N-S number belonging to the company of which the account is a subsidiary or to the headquarters site of the account.
    Parent Site
    No
    Location of the company of which the account is a subsidiary.
    Partner
    Yes
    When selected, indicates that the account selected represents an external enterprise that is a partner of your company.
    PO Approved
    Yes
    When selected, indicates that the account may use purchase orders to buy goods or services from your company.
    PO Auto-Approval Limit
    No
    Maximum value of goods or services the account can buy from your company using purchase orders, unless further approvals are obtained.
    Potential Volume
    Yes
    Total estimated value of goods and services that a customer will buy.
    Price List
    No
    List of prices to be quoted to this account.
    Reference
    Yes
    Indicates that the account can be used as a reference for potential customers to contact.
    Referenceable as of
    No
    Date the account became a reference.
    Shipping Information
    No
    Text field for any special information about shipping to the account.
    Shipping Terms
    No
    Type of shipping charges to be used with this account.
    Site
    Yes
    Location of the account.
    Stage
    Yes
    Phase customer has reached in the planning and deployment life cycle of the products they have purchased.
    Status
    Yes
    The current stage in the customer interaction life cycle, as described in Customer Interaction Life Cycle. Defaults to Active for a new account record. If set to Candidate, only Account Team members will get information concerning this account during Mobile Web Client synchronization.
    Synonyms
    No
    Text field for alternate names for the account. For example, an account record for International Business Machines might have IBM as an entry in the Synonym field. Helpful when querying or when using Siebel Data Quality.
    Territories
    No
    Sales territories associated with the account.


 Siebel Call Center User Guide 
 Published: 18 April 2003