Siebel Applications Administration Guide > Categories >

Searching by Category

You can use the categories you and your team have defined to search for specific accounts, opportunities, and contacts. Sales professionals can track information about accounts, opportunities, and contacts using the Categories screen and associated views.

To search by category

  1. Navigate to the Category screen, then select the view that relates to the information that you require from the link bar.

    For example, if you want to find the accounts associated with a particular category, select the Account Categories view.

  2. Use the categories list to select the category on which you want to search.
  3. In the categories list, click Go.

    The accounts, opportunities, or contacts associated with the category are listed in the categories list.

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