Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Sales > Managing Accounts for Siebel Sales >
Displaying Accounts
You can display account details by using the Accounts list. To display accounts
- Tap Accounts on the application banner to display the Accounts list.
- Tap an account in the list.
All account details for the selected account are displayed in the work area. The account details include the information shown in the following table.
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Menu button |
The following options are available when you tap the Menu button: About Record, Record Count, and Create Bookmark. For more information about using the Menu button, see Menu Button. |
New button |
Use this button to create a new account. For more information, see Adding or Updating Accounts. |
Edit button |
Use this button to edit the account details. For more information, see Adding or Updating Accounts. |
Account Information |
Includes information about the account, such as the account name, account type, and status. |
Related lists |
Each account can be linked to multiple contacts, opportunities, activities, and addresses. The following related lists are available for accounts:
- Contacts. Shows the contacts linked to the account. If required, tap Contacts to add a new account contact. For more information, see Adding or Updating Contacts for an Account.
- Opportunities. Shows the opportunities linked to the account. If required, tap Opportunities to add a new opportunity. For more information, see Adding or Updating Opportunities for a Contact.
- Addresses. Shows the address information for the account. If required, tap Addresses to add a new address. For more information, see Adding or Updating Addresses for an Account.
- Activities. Shows the activities linked to the account. If required, tap Activities to add a new activity. For more information, see Adding or Updating Activities for an Account.
- Account Team. Shows the Account Team linked to the account. If required, tap Account Team to add a new position to the Account Team. For more information, see Adding or Updating Account Team Information for an Account.
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