Siebel Applications Administration Guide > Managing Portfolios >

Process of Analyzing the A Accounts

To analyze the A accounts, perform the following tasks:

1. Entering Details of the Account
2. Assessing Business Units and Service Units
3. Analyzing Selected Units
4. Reviewing Opportunities
5. Reviewing Organizational Analysis
6. Reviewing Marketing Events
7. Reviewing Partners
8. Reviewing Objectives and Action Plans

This process is a step in Roadmap for Managing Portfolios.