Siebel Applications Administration Guide > Managing Portfolios > Process of Analyzing B, C, and D Accounts >
Entering Details of the Account
You must enter details for each of your A, B, C, and D accounts. This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts. To enter details of a portfolio account
- Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
- Drill down on the portfolio plan with which you want to work.
- Click the appropriate account planning tab.
- Complete the necessary fields in the account planning view.
Some fields are described in the following table.
|
|
Account |
Displays the name of the account. |
Account Team |
Displays the team responsible for the account. |
Actual Account Type |
Select the type of account. |
Importance To Customer Breakpoint |
(A Account only) Displays the value that distinguishes the accounts on the left side of the segmentation map and the right side of the segmentation map. |
Importance To You Breakpoint |
(A Account only) Displays the value that distinguishes the accounts on the top side of the segmentation map and the bottom side of the segmentation map. |
For information about how to view and print a Portfolio Map report or a Portfolio Plan from this screen, see Printing a Portfolio Report.
|