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Creating Accounts

When you identify a possible lead, the lead can be added as an account. You can then begin to add and track information about the account.

To create an account

  1. Navigate to the Accounts screen.
  2. From the Show drop-down list, select My Accounts.

    3. The My Accounts list appears.

  3. Tap the New Record button.
  4. In the new row, complete the necessary fields.

To add account addresses

  1. Navigate to the Accounts screen.
  2. In the My Accounts list, select the account record.
  3. From the Show drop-down list, choose Addresses.
  4. In the Account Addresses view, tap the Addresses list to select it, and then tap the New Record button.
  5. Complete the fields for the address, and tap the Primary field to display a check mark if this is the primary address for the account.

To add additional account information

  1. Navigate to the Accounts screen.
  2. In the My Accounts list, select the Account Record.
  3. From the Show drop-down list, choose More Info.
  4. Complete the fields to add additional information.

    5. The following table describes some fields in the More Info form. The name and address fields are automatically populated with information entered at the My Accounts and Addresses views.

    Fields
    Comments
    Parent Account
    Select the parent account from the Pick Account pick list.
    Account Type
    Pick the Account Type from the list. Examples are Fulfillment Shipper, Commercial, Competitor.
    Account Team
    Displays the primary Account Team member with which the account is associated. To associate the account with one or more team members, navigate to the Account > Account Team view.
    URL
    Text entry.
    Industries
    Displays the primary industry with which the account is associated.
    Price List
    Choose applicable price list from the Pick Price List dialog box.
    Current Volume
    Enter amount, or tap the ellipses and enter Currency Code, Exchange Date and Amount in the dialog box. Then tap OK.
    Potential Volume
    Enter amount, or tap the ellipses and enter Currency Code, Exchange Date and Amount in the dialog box. Then tap OK.
    Status
    A list of values established by your company. Status examples might be Qualified, Silver, Active.
    Currency
    Select the currency code from the Pick Currency Code list.


 Siebel Sales Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003