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Scenario for Managing Account Information

Company Z is one of the smaller accounts that a sales representative manages. This company recently relocated and the representative must update the address details that are related to the account. The representative drills down on the account in the accounts view and then enters the new address in the form.

To make sure that everyone on the account team is aware of the new location, the representative sends an email to the account team. The representative uses the Email to Account Team button in IBM Notes to include all account team members. Siebel CRM Desktop enters email addresses for the entire account team in an email message and then displays the message. The representative types in a brief note about the new location and then sends the email.

While the representative is in the account record for Company Z, the representative decides to add a new contact to the account. To do this, the representative types the contact name in the text box under the Contacts section and then CRM Desktop displays the names of contacts who already exist. The representative chooses one of these contacts and then clicks Add to create a relationship. As an alternative, the representative can click the SalesBook icon and then choose an existing contact or create a new contact.