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Account Briefings
Account Briefings help users prepare for customer calls by keeping them informed about aspects of their accounts. An Account Briefing is a single Web page that summarizes interactions with the customer and includes news and company profile information. It also gives users access to related literature in the Siebel Encyclopedia, such as presentations, brochures, and recommended links.
Users can access Account Briefings from several views. Each view provides the user with a different subset of account records. The views include:
- My Tracked Accounts. This view shows the accounts selected by users in their tracking profiles.
- My Accounts. This view shows the user's assigned accounts.
- My Team's Account. This view shows the user's accounts and accounts for which the primary sales team member is a direct subordinate of the user.
- All Accounts. This view shows the accounts to which the user has access based on visibility rules.
NOTE: Access to views is based on each user's responsibilities. Not all users have the views listed in this section. For example, only managers have access to My Team's Accounts. For more information about responsibilities and views, see Security Guide for Siebel eBusiness Applications.
Figure 3 shows an example of an Account Briefing. Sample data files have been created for some links and literature items (for example, Web Clips) to illustrate the ways external data is integrated into eBriefings if the application has a live Internet connection using the Siebel eContent datahost. Some links do not appear to work because a sample data file has not been created for that link or list. With a live connection, you can see the way the functionality works after configuring eBriefings to integrate the third-party content you are interested in viewing.
Account Briefing Sections with Siebel Data
Table 4 describes the Account Briefing sections that include data from your Siebel database. The search and sort specifications for internal sections are defined in the predefined query called Account. For more information about predefined queries, see Modifying Siebel ERM Predefined Queries.
Account Briefing Sections with External Data
Table 5 describes the Account Briefing sections that include information from Siebel eContent Services.
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Siebel Employee Relationship Management Administration Guide Published: 18 April 2003 |