Siebel Consumer Sector Guide > Retail Execution > Retail Execution End-User Procedures >

Reviewing Account Information

During the visit, the retail sales representative may want to review and discuss the account's performance indicated by retail and merchandising audits, products listed for the account, and the promotions assigned to the account.

To review account audit information

1. Navigate to the Visit Execution screen.
2. Click the Account Audits view tab.
3. Toggle between the Retail Audit list and the Merchandising Audit list by using the Retail Audit/Merchandising Audit drop-down list.

   The Retail Audit list provides a list of retail audit products for the current account from the last 65 days. The Merchandising Audit list provides the merchandising audit locations for the current account from the last 95 days.

To review account products

1. Navigate to the Visit Execution screen.
2. Click the Account Products view tab.

To review account promotions

1. Navigate to the Visit Execution screen.
2. Click the Account Promotions view tab.