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Siebel Sales User Guide > Categories >
Adding a Category
You can add categories to accounts, contacts, and opportunities. The procedure that follows explains how to add a category for accounts. You can add a category for contacts or opportunities by navigating to the appropriate screen, and then following Step 3 through Step 7 in the procedure.
To add an account category
- Navigate to the Accounts screen.
- In the Accounts list, select the account for which you want to add a category.
- Click the Categories view tab.
- In the Categories list, click New.
- In the new record, click the select button in the Category field.
- In the Pick Category dialog box, choose an existing category, or click Query to locate a category, and then click OK.
NOTE: In the Pick Category dialog box, click New to create a new category, and then complete the category name, description, and public fields to add the new category to the Pick Category dialog box.
- Complete the category fields.
The following table describes some of the fields.
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Siebel Sales User Guide Published: 18 April 2003 |