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Using Accounts in Siebel Sales

An account represents the relationship between a company and the companies or individuals with whom it conducts business. Sales representatives use the Accounts screen and its associated views as the primary navigation tool for customer interactions.

This chapter describes how sales professionals can use the Accounts screen to create new customer accounts, modify and add account information for existing customers, respond to customer inquiries, and view account information. It contains the follow topics:

Applications Administration Guide