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Managing Accounts for Siebel Sales

An account represents the relationship between your company and the companies or individuals with whom you do business. You can use the Account Details screen as the primary navigation tool for your customer interactions.

The following procedures related to accounts and account management are included in this topic:

• Displaying Accounts
• Adding or Updating Accounts
• Adding or Updating Contacts for an Account
• Adding or Updating Opportunities for an Account
• Adding or Updating Addresses for an Account
• Adding or Updating Activities for an Account
• Adding or Updating Account Team Information for an Account

NOTE:  You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.