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Siebel Briefings Administration Guide > Understanding Siebel Briefings >
About Account Briefing
Account Briefings help users prepare for customer calls by keeping them informed about aspects of customer accounts. An Account Briefing is a single Web page that summarizes interactions with the customer and includes news and profile information about the account. Users can also access related literature in the Siebel Encyclopedia, such as presentations, brochures, and recommended links. Users can access Account Briefings from several views. Each view provides the user with a different subset of account records.
- My Tracked Accounts. Lists the accounts users have selected on their tracking profiles.
- My Accounts. Lists those accounts to which the user has been assigned to the account team.
- My Team's Accounts. Lists the user's accounts and those accounts for which the primary sales team member is a direct subordinate of the user.
- All Accounts. Lists all accounts to which the user has access based on visibility rules.
NOTE: Access to views is based on each user's responsibilities. Not all users have the views listed above. For example, only managers typically have access to My Team's Accounts. For more information about responsibilities and views, see the Siebel Security Guide.
Account Briefing Sections Displaying Siebel Data
Table 3 describes the Account Briefing sections that display data from your Siebel database. The search and sort specifications for internal sections are defined in the predefined query named Account. For more information about predefined queries, see Predefined Queries for Briefings.
Table 3. Account Briefings Siebel Data Sections
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Header |
Shows the name of the current company and a link to the company's home page. It also contains an Edit Layout button that allows users to modify the layout of the Account Briefing. |
Table of Contents |
Shows Account Briefing sections. Sections that contain available data appear as hyperlinks. |
Opportunities |
Shows account opportunities created in the last 30 days. Opportunities are sorted by revenue and then by probability percentage of the primary user. |
Service Requests |
Shows the service requests related to the account. Service requests are sorted by status and then by creation date. |
Contacts |
Shows contacts related to the account that were created within the last 30 days. Contacts are sorted by last name and then by first name. |
Activities |
Shows account activities for the last 30 days. Activities are sorted by type and then by description. |
Quotes |
Shows quotes related to the account. Quotes are sorted by end date. Quotes that are less than 30 days old are displayed. |
Service Agreements |
Shows service agreements related to the account. Service agreements are sorted by end date. Service agreements that are less than 30 days old are displayed. |
Account Team Members |
Shows employees who are on the sales team for the account. |
Literature |
Shows links to literature items in the Siebel Encyclopedia related to the account. The active date must be between the release and expiration dates. |
Recommended Literature |
Shows links to literature items in the Siebel Encyclopedia related to the account. The current date must be between the release and expiration dates. |
Recommended Links |
Shows links to recommended Web pages. Recommended links are defined as literature items in the Siebel Encyclopedia. The literature type is Recommended Link, and the Web display method is not In-Line. |
Web Clips |
Shows a Web page related to this account in-line with other sections. Web Clips are recommended links defined in the Siebel Encyclopedia with a Web display method of In-Line. |
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