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

Adding or Updating Accounts

To add a new account or update existing account information, complete the following procedure.

To add or update accounts

1. Tap Accounts on the application banner to display the Accounts list.
2. Update the existing Account information as follows:
   1. Tap an account in the Accounts list.

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

   2. Tap Edit, update the information as required, and then tap Save when finished.
3. Add a new Account as follows:
   1. Tap the plus (+) icon in the work area.
   2. Enter the details for the new account on the page that opens, then tap Save.

      The following fields are required and must be completed when adding new accounts: Name and Type. The default value for the Type field is Customer.