Siebel Consumer Goods Guide > Managing Accounts >

Profiling Accounts

Account profiles maintain and display information specific to the type of an account. For example, an account of the type Retailer has a different profile than an account of the type Distributor.

This task is a step in Process of Managing Accounts.

To profile an account

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the Name field hyperlink for an account, and click the Profiles view tab.

   The Profile form that appears on the Account Profile view depends on the type of account that you select:

   • If the Account Type value is HQ, an HQ Profile form appears.
   • If the Account Type value is Retailer, a Retail Profile form appears.
3. In the Profile form, complete the necessary fields.