Siebel eFinance Guide > Companies > End-User Procedures >

Adding a Company

When end users identify a possible lead, the lead can be added as a company. Users can then begin to add and track information about the company.

To add a company

  1. Navigate to the Companies screen.
  2. From the Show drop-down list, select My Companies.
  3. In the Companies form, click the show more button, add a record, and complete the necessary fields.

    United States law requires that financial institutions disclose their privacy policies regarding the sharing of non-public personal information with third parties and fair credit reporting that impacts the sharing of non-public personal information with affiliates. End users can specify a privacy level by making a selection from the Privacy Option field.

  4. To specify a privacy level, scroll down to the Privacy Option field and select one of the following:
    • Opt-In. Sharing of non-public personal information is allowed without restrictions.
    • Opt-Out - Affiliates. Sharing of non-public personal information with affiliates is not allowed.
    • Opt-Out - Third Party. Sharing of non-public personal information with third parties is not allowed.
    • Opt-Out - All Parties. Sharing of non-public personal information with any affiliate or third party is not allowed.

NOTE:  If you have administrator privileges, you can also add companies from the application-level menu, by choosing View > Site Map > Data Administration > Companies.


 Siebel eFinance Guide 
 Published: 20 October 2003