Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Pharma > Managing Accounts >

Reviewing or Changing Relationship Information for an Account


You can specify the relationship that exists between accounts.

To review or change the relationship information for an account

  1. Tap Accounts on the application banner to display the Accounts list.
  2. Tap an account in the list.

    All account details for the selected account are displayed in the work area.

  3. To review or change the relationship information for the selected account, tap Relationships.
  4. On the Relationships page that opens, review and update the information as required:
    • Tap Edit to edit an existing account relationship, update the information as required, and then tap Save when finished.
    • Tap the plus (+) icon to add a new account relationship for the selected account:
      • Specify the Relationship type.
      • Tap Save.
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