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Viewing D&B Aggregate Data for a Company
When you have the D&B account information loaded into your Siebel Sales application, a number of views allow you to use the data and view company hierarchies. The following procedure explains how to view aggregate data for a company using the D&B screen.
NOTE: D&B data for a company is read-only until the company is promoted to a Siebel account. For more information, see Promoting a D&B Account.
To view aggregate data
- Navigate to the D&B screen.
- In the D&B Accounts list select the account for which you want to view the aggregate data.
- In the More Info form, click Query.
- In the query form, enter the query criteria, and then click Go.
A list of D&B accounts that meet your criteria appear.
NOTE: If the DUNS # field does not appear in the list, click the menu button, choose Columns Displayed, and adjust the list of displayed columns.
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Siebel Sales User Guide Published: 18 April 2003 |