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Siebel Life Sciences Guide > Administering and Managing Accounts > End-User Procedures >

Adding an Account

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Accounts are businesses and organizations that either currently generate sales for your company or have the potential to do so. Because formulary opportunities are created and managed based on accounts and contacts can be affiliated with one or more accounts, entering and maintaining accurate account information is a critical task.

Accounts are also used to track competitor information. An account record with the Competitor field selected represents a competing company. Only the administrator can edit the Competitor field to create a competitor record. For more information, see Specifying a Competitor.

Multiple employees can be assigned, as a team, to an account. Any employee assigned to the team can update the account's information. A user who adds an account is automatically designated as the primary account team member. However, he or she can also be added to an account team created by another user (such as a manager).

Editing an Account Address

Accounts in Siebel Life Sciences can have multiple addresses. Users can edit existing addresses directly in the Address field. However, users should be careful when editing an existing address. Editing an existing address, changes it for all accounts currently associated with the address.

To add an account

Navigate to the Accounts screen.
From the Show drop-down list, select My Accounts.
In the More Info form, add a record and complete the necessary fields.

Some of the fields in an Account record are described in the following table.

Field	Comments
Account Team	Multiple people can be assigned to the account team. The team member who created the record is indicated as primary.
Address Line 1	The account can have more than one address. One address must be specified as primary (Address Line 1).
Brick	The brick (geographic area) code associated with the account's primary address. Brick assignment is made using the Account Administration view on the Marketing Administration Screen. For more information, see Generating Account Hierarchies.
Competitor	Selecting this field indicates that the company is a competitor. Only the administrator can edit this field. For more information, see Specifying a Competitor.
Name	Name of the account.
Parent	If this account is a subaccount of another account, select the parent account.
Site	A unique location identifier that distinguishes this account from any other accounts with the same name. For example, enter a city or county name in this field to uniquely identify a hospital.

NOTE:  Only a Siebel administrator can delete an account. For more information, see Deleting an Account.

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