Siebel Applications Administration Guide > Categories >

Searching by Category

You can use the categories you and your team have defined to search for specific accounts, opportunities, and contacts. Sales professionals can track information about accounts, opportunities, and contacts using the Categories screen and associated views.

To search by category

1. Navigate to the Category screen, then the view that relates to the information that you require.

   For example, if you want to find the accounts associated with a particular category, then navigate to the Account Categories view.

2. Query for the appropriate category.

   The accounts, opportunities, or contacts associated with the category appear in the categories list.