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Creating Accounts in Siebel Medical Handheld

When you identify a possible lead, the lead can be added as an account. You can then begin to add and track information about the account.

Multiple employees can be assigned, as a team, to an account. Any employee assigned to the team can update the account's information. A user who adds an account is automatically designated as the primary account team member. However, the user can also be added to an account team created by another user, such as a manager.

To create an account

1. Navigate to the Accounts screen.

   The My Accounts list appears.

2. Tap the New Record button.
3. In the Name field tap the ellipsis (...), then enter a name for the account, then select More Info.
4. In the More Info view, complete the necessary fields.

   Some fields are explained in the following table:

   Field	Comments
   Name	Required. Name of the account.
   Account Type	Required. Name of the account. For example, Hospital, Pharmacy, Practice, Clinic, and so on).
   Site	Physical location of the account.
   Status	Customer designated status of the account. (For example, active, suspended, inactive, new and so on).
   Main Phone #	Phone number for the account.

To add account addresses

1. Navigate to the Accounts screen.
2. In the My Accounts list, select the account record.
3. From the Show drop-down list, choose Addresses.
4. In the Account Addresses view, tap to select the Addresses list, and then tap the New Record button.
5. Complete the fields for the address, and tap the Primary field to display a check mark if this is the primary address for the account.

   Some fields are explained in the following table:

   Field	Comments
   Primary	Check flag defining whether address is the primary address for the account.
   Address Line 1	Required. Typically, street address, floor or suite.
   City	A required field.
   State	Required. In two letter format. For example, CA, NY, and so on.

To add additional account information

1. Navigate to the Accounts screen.
2. In the My Accounts list, select the desired account.
3. From the Show drop-down list, select More Info.
4. Complete the fields to add additional information.

   Some fields in the More Info form are described in the following table:

   Field	Comments
   Site	Physical location of the account.
   Route	The route number as decided by your company. This is a predefined list of values, set up by your administrator. Values appear as a drop-down list.
   Account Type	A predefined list of values. For example, Planning Group.
   Mkt Potential	You may designate this field to indicate its potential for sales. A predefined list of values includes High, Medium, and Low.
   Account Team	Displays the primary sales representative for the sales team assigned to the account.
   Status	You designate the current status of an account with this field. For example, Suspended, Qualified, or Active.