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Managing Accounts with Siebel Pharma Handheld

An account is any health care business that generates sales for your company or that could potentially 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.

Sales representatives in the field use Pharma Handheld to add and update account profile information. Representatives use Pharma Handheld to add new accounts, create new account addresses, record the best times to call on an account, and record relevant notes. Sales representatives can also view sales data on Pharma Handheld to help them evaluate the business potential of accounts.

This section describes how to manage account information using all of the Accounts views accessible from the Show drop-down list, except the Calls and Activities views. For information on those views, see Creating Account Calls in Pharma Handheld or Creating General Activities in Siebel Pharma Handheld.

The following account management procedures are included in this section:

• Adding Accounts in Pharma Handheld
• Adding Account Addresses in Pharma Handheld
• Specifying Best Times to Call Accounts in Pharma Handheld
• Adding Notes About Accounts
• Indicating Affiliations Between Accounts and Professionals in Pharma Handheld
• Viewing Sales Data in Pharma Handheld