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Designating an Account as a Reference
You can mark an account as referenceable using the check box in the account record's Reference field. During the reference process, you can set the reference stages.
To designate an account as a reference
- Navigate to the Accounts Screen, and in the Accounts list, select the referenceable account.
- In the Account details form, select the Reference check box, located next to the account name field.
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Siebel Sales User Guide Published: 18 April 2003 |