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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

  1. Navigate to the Companies screen.
  2. From the Show drop-down list, select All Companies.
  3. In the Companies list, select a company.
  4. Click the Summary view tab.

For more information on editing summary view information, see Configuring Summary Views.


 Siebel eInsurance Guide 
 Published: 04 June 2003