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Siebel Consumer Sector Guide > Accounts > Administrator Procedures >

Profiling an Account

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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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