Siebel Consumer Goods Guide > Managing Accounts >

Process of Managing Accounts

This topic lists the tasks that administrators and end users typically perform to manage accounts. Your company might follow a different process according to its business requirements.

Administrator Procedures

The following list shows tasks that administrators typically perform to manage accounts:

1. Creating or Modifying Accounts
2. Deleting Accounts
3. Setting Up Account Hierarchies
4. Profiling Accounts
5. Creating Account Contacts, as described in Siebel Applications Administration Guide
6. Creating Addresses for Accounts
7. Creating Account Assessment Templates, as described in Siebel Applications Administration Guide
8. Assigning Account Team Members

   Use Siebel Assignment Manager or Siebel Territory Manager to manually or automatically designate Account team members:

   • For information about manually assigning account team members, see Siebel Applications Administration Guide.
   • For more information about using Siebel Assignment Manager, see Siebel Assignment Manager Administration Guide.

End-User Procedures

The following list shows tasks that end users typically perform to access and use account information:

• Removing Yourself from Account Teams (End User)
• Associating Activities with Accounts (End User)
• Associating Contacts with Accounts (End User)
• Adding Merchandising Locations to Accounts (End User)