Siebel Life Sciences Guide > Administering and Managing Accounts in Life Sciences >

Entering an Account (End User)

Accounts are businesses and organizations that either currently generate sales for your company or have the potential to do so. Because formulary opportunities are created and managed based on accounts and contacts can be affiliated with one or more accounts, entering and maintaining accurate account information is a critical task.

Accounts are also used to track competitor information. An account record with the Competitor field selected represents a competing company. Only the administrator can edit the Competitor field to create a competitor record. For more information, see Specifying a Competitor.

Multiple employees can be assigned, as a team, to an account. Any employee assigned to the team can update the account's information. The user who creates the account is automatically designated as the primary account team member. However, he or she can also be added to an account team created by another user (such as a manager).

Accounts in Siebel Life Sciences can have multiple addresses. Users can edit existing addresses directly in the Address field. However, users should be careful when editing an existing address. Editing an existing address, changes it for all accounts currently associated with the address.

To create an account

1. Navigate to the Accounts screen > Accounts List view.
2. In the form, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account Team	Multiple people can be assigned to the account team. The team member who created the record is indicated as primary.
   Address	The account can have more than one address. One address must be specified as primary.
   Brick	The brick (geographic area) code associated with the account's primary address.
   Parent	If this account is a subaccount of another account, select the parent account.
   Site	A unique location identifier that distinguishes this account from any other accounts with the same name. For example, enter a city or county name in this field to uniquely identify a hospital.

3. Drill down on the account record and click the More Info view tab.
4. In the More Info form, complete the necessary fields.

   The More Info form is a dynamic applet. There are five dynamic form applets in addition to the default account profile form:

   • Hospital
   • Clinic
   • Pharmacy
   • Long Term Care
   • Managed Care

     The fields that appear are dependent on the account's Type field value.

NOTE:  Only a Siebel administrator can delete an account. For more information, see Deleting an Account.