Siebel eSales Administration Guide > Administrative Tasks > Setting Up Customer Accounts >

Creating Accounts

You create accounts in the My Accounts view under the Accounts screen.

For more information on creating accounts, see Siebel Sales User Guide.

To create an account

  1. Click the Accounts tab.
  2. The My Accounts view appears.

  3. Add a new record.
  4. The Accounts form appears.

  5. Fill in the fields, and then click Save.

 Siebel eSales Administration Guide 
 Published: 18 April 2003