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Siebel Finance Guide
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Managing Companies
This section includes the following topics:
About Managing Companies and Accounts
About Company Hierarchies
Scenario for Managing Company Information
Process of Managing Companies
Setting Up Values for Companies
Deleting Company Information
Managing Competitor Information
Verifying Coverage Team Members
Managing the Custom-Defined Relationship Types LOV
Generating Company Hierarchies for Data Aggregation
Adding Companies and Investors (End User)
Updating Company Profiles (End User)
Viewing Company Hierarchies in Roll-Up Views (End User)
Creating Company Assessments (End User)
Adding Company Applications (End User)
Adding Company Service Requests (End User)
Managing Company Coverage Teams (End User)
Viewing Company Summaries (End User)
Viewing Company Relationship Hierarchies (End User)
Displaying Lists of Investor Transactions or Holdings (End User)
Siebel Finance Guide