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Viewing a Company Summary
The Company Summary view provides a comprehensive view of a company in an editable format. This view displays basic company information, financial accounts, call reports, logged alerts, and contacts associated with a company.
The Customer Value icon in the Company form indicates the company's value to the organization. For more information, see Creating Assessments for a Company.
To view company summary information
- Navigate to the Companies screen.
- From the Show drop-down list, select All Companies.
- In the Companies list, select a company.
- Click the Summary view tab.
For more information on editing summary view information, see Configuring Summary Views.
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Siebel eInsurance Guide Published: 04 June 2003 |