Bookshelf Home | Contents | Index | Search | PDF |
Siebel Marketing Guide > List Management > Integrating List Management with D&B >
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
- From the application-level menu, choose View > Site Map > List Management >Lists.
- In the Lists list, locate and drill down on the D&B list name.
- In the List Contacts and Prospects list, drill down on the name in the Prospect Last Name field.
NOTE: Make sure you select the Prospect Last Name and not the Contact Last Name.
- Click the More Info view tab.
- In the Prospects list, drill down on the Matched Account Name hyperlink.
The field will be blank if there is no matching account name.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Marketing Guide Published: 23 June 2003 |