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Siebel Consumer Sector Guide > Accounts > Administrator Procedures >
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
- Navigate to the Accounts screen.
- Select the account by performing a query in the list.
- Click the Profile 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.
- In the Profile form, complete the necessary fields.
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Siebel Consumer Sector Guide Published: 18 April 2003 |