Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Accounts >

Adding Accounts

Accounts are businesses and organizations that either currently generate sales for your company or have the potential to do so. You can add or edit accounts using the My Accounts view.

NOTE:  Only a Siebel administrator can delete an account.

To add an account

  1. Navigate to the Accounts screen.

    2. The My Accounts list appears.

  2. On the toolbar, tap the New Record button.
  3. Complete the necessary fields for the new record.
  4. To enter information in additional fields, select More Info from the Show drop-down list.

    5. Some of the fields are described in the following table.

    Field
    Comments
    Account
    Account name. Tapping the account name hyperlink opens the Call Activities view.
    Address
    The account can have more than one address. One address must be specified as primary. Account addresses must be entered in the Addresses view. For more information on adding addresses, see Adding Account Addresses.
    Site
    A unique location identifier that distinguishes this account from any other accounts with the same name.
    Mkt Potential
    Used to evaluate the business potential of the account.


 Siebel ePharma Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003