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

1. Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
2. Drill down on the portfolio plan with which you want to work.
3. Click the appropriate account planning tab.
4. Complete the necessary fields in the account planning view.

   Some fields are described in the following table.

   Field	Comments
   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.