Siebel Applications Administration Guide > Managing Portfolios >

Process of Analyzing B, C, and D Accounts


To analyze B, C, and D accounts, perform the following tasks:

  1. Entering Details of the Account
  2. Reviewing Opportunities
  3. Reviewing Organizational Analysis
  4. Reviewing Marketing Events
  5. Reviewing Partners
  6. Reviewing Objectives and Action Plans

This process is a step in Roadmap for Managing Portfolios.

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