Siebel Medical Handheld Guide > Using Siebel Medical Handheld >

Managing Accounts in Siebel Medical Handheld

An account is any healthcare business that generates sales for your company or potentially could generate business. Typical examples of accounts include hospitals, clinics, HMOs, wholesalers, group purchasing organizations (GPOs), and pharmacies. An account can also be any organization with which multiple contacts are associated, such as a group practice or an assisted-living facility.

Siebel Medical Handheld allows you to manage and track information on accounts.

The following topics related to accounts and account management are included in this section:

• Creating Accounts in Medical Handheld
• Affiliating Contacts with Accounts in Medical Handheld
• Specifying the Best Time to Call on an Account in Medical Handheld
• Viewing Sales Data in Medical Handheld
• Logging and Tracking Service Requests in Medical Handheld
• Entering Private Notes for Accounts in Medical Handheld
• Entering Shared Notes for Accounts in Medical Handheld
• Associating Activities with Accounts in Medical Handheld
• Tracking Opportunities with Accounts in Medical Handheld