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Siebel Life Sciences Guide > Administering and Managing Accounts > Example Workflow for Managing Accounts >

End-User Procedures

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

View aggregated data across account hierarchies. End users can see data rolled up as a hierarchical structure of accounts. For more information, see Viewing Account Hierarchies in Roll-up Views.
Create new accounts. For more information, see Adding an Account.
Specify account profiles. For more information, see Specifying an Account Profile.
View account hierarchies in roll-up views. For more information, see Viewing Account Hierarchies in Roll-up Views.
Add account categories. For more information, see Adding Category Information.
Indicate affiliations contacts with accounts. For more information, see Indicating an Affiliation Between an Account and a Contact.
Indicate affiliations between accounts. For more information, see Indicating Affiliations Between Accounts.
Create subaccounts. For more information, see Adding Subaccounts.
View pre-call information. Before making a call, representatives can review details about an account. For more information, see Viewing Pre-call Information.
Enter information on managed care plans and formularies offered by accounts. Managed-care account managers can record details of plan designs and formularies at an account, including the products on those formularies, formulary review frequency and next review date. For more information, see Adding Plan and Formulary Information.
Update contact information. Representatives can add information about contacts associations with plans and their roles on P & T committees. For more information, see Associating Contact Information to Plans.
Track account documentation. Representatives can review documentation associated with an account, the contacts responsible for each document and when reviews are due. For more information, see Tracking Documentation Associated with an Account.

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