Siebel Consumer Sector Guide > Accounts > Administrator Procedures for Accounts >

Profiling an Account

Account profiles maintain and display information specific to the type classification of an account. For example, an account of type Retailer will have a different profile than an account that is of the type Distributor.

To profile an account

1. Navigate to the Accounts screen > Accounts List view.
2. Drill down on the Name field hyperlink for a selected account, and click the Profiles view tab.

   The Profile form that appears on the Account Profile view depends on the type of account selected.

   • If the Account Type value is HQ, an HQ Profile form appears.
   • If the Account Type value is Retailer, a Retail Profile form appears.
3. In the Profile form, complete the necessary fields.