Siebel eAutomotive Guide > Working with Accounts > Administrator Procedures >

Working with Abandoned Accounts

If Assignment Manager is being used, accounts will be transferred to new account team members during territory reassignments, attrition, and other organizational changes.

If Assignment Manager is not being used, you will need to conduct routine queries to make sure that accounts with no activity are marked as inactive, and that all accounts have an active team or at least a primary team member assigned to the account. Otherwise, accounts that are abandoned will not show up in an end user's My Accounts list. If the account is reactivated as an opportunity later, the historical activities and opportunities associated with that account will not be available.

You can create queries to monitor accounts at intervals to make sure accounts have a primary team member. If an abandoned account is located, you should change the account Status to Inactive.

NOTE:  Select an inactive status for an account, unless the account is a duplicate that does not need to be merged with another account, or the inactive period exceeds the company's data retention period.


 Siebel eAutomotive Guide 
 Published: 18 April 2003