Managing Accounts for Siebel Sales

An account is a company or individual with whom your company conducts business. It represents the relationship between your company and that company or individual. 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 Account Details"

• "Modifying Account Information"

• "Modifying Contact Information for an Account"

• "Modifying Opportunity Information for an Account"

• "Modifying Address Information for an Account"

• "Modifying Activity Information for an Account"

• "Modifying 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.

  
  

Displaying Account Details

You can display account details by using the Accounts list.

To display account details 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. To view the related items for the selected account, tap the following names in the list in the left pane:

   • Contacts. Shows the contact information for the account. For more information, see "Modifying Contact Information for an Account".

   • Opportunities. Shows the opportunity information for the account. For more information, see "Modifying Opportunity Information for an Account".

   • Addresses. Shows the address information for the account. For more information, see "Modifying Address Information for an Account".

   • Activities. Shows the activity information for the account. For more information, see "Modifying Activity Information for an Account".

   • Account Team. Shows the account team information for the account. For more information, see "Modifying Account Team Information for an Account".

Modifying Account Information

Complete the following procedure to modify account information.

To modify account information 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Update an existing account as follows:

   1. Tap an account in the Accounts list.

      All details for the selected account appear below the list in the work area.

   2. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

3. Create a new account as follows:

   1. Tap the plus (+) icon in the work area.

   2. Enter the information for the new account in the fields that appear, and then save the record.

Modifying Contact Information for an Account

Complete the following procedure to modify the contact information for an account.

To modify the contact information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account contact as follows:

   1. Tap Contacts in the list in the left pane.

      All the contacts associated with the account appear in the work area, and all details for the selected account appear above the Contacts list in the work area.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Add an existing contact to the account as follows:

   1. Tap Contacts in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Choose the contact on the list that appears, and then tap OK.

      
      

      Note: You cannot directly create new account contacts using the double plus (++) icon in offline mode. In the case of child views where records are being associated, associating a downloaded contact with a selected account using the plus (+) icon is supported in offline mode.

      
      

Modifying Opportunity Information for an Account

Complete the following procedure to modify the opportunity information for an account.

To modify the opportunity information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account opportunity as follows:

   1. Tap Opportunities in the list in the left pane.

      All the opportunities associated with the account appear in the work area, and all details for the selected account appear above the Opportunities list in the work area.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Create a new account opportunity as follows:

   1. Tap Opportunities in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Enter the information for the new opportunity in the fields that appear, and then save the record.

Modifying Address Information for an Account

Complete the following procedure to modify the address information for an account.

To modify the address information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account address as follows:

   1. Tap Addresses in the list in the left pane.

      All the addresses associated with the account appear in the work area, and all details for the selected account appear above the Addresses list in the work area.

   2. Tap the address that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Add an existing address to the account as follows:

   1. Tap Addresses in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Choose the Address on the list that appears, and then tap OK.

      
      

      Note: You cannot directly create new address records for accounts in offline mode. In the case of child views where records are being associated, associating a downloaded address with a selected account is supported in offline mode.

      
      

Modifying Activity Information for an Account

Complete the following procedure to modify the activity information for an account.

To modify the activity information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account activity as follows:

   1. Tap Activities in the list in the left pane.

      All the activities associated with the account appear in the work area, and all details for the selected account appear above the Activities list in the work area.

   2. Tap the activity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Create a new account activity as follows:

   1. Tap Activities in the list in the left pane, then tap the plus (+) icon in the work area.

   2. Enter the information for the new activity in the fields that appear, and then save the record.

Modifying Account Team Information for an Account

Complete the following procedure to modify the account team information for an account.

To modify the account team information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account team as follows:

   1. Tap Account Team in the list in the left pane.

      All the team members associated with the account appear in the work area, and all details for the selected account appear above the Account Team list in the work area.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You can update the Role field and Primary check box only. You must navigate away from the record to save your changes to it.

      
      

      Note: You cannot update the Primary check box in offline mode. Primary check box functionality is not supported in the Siebel Mobile disconnected application for Siebel Sales.

      
      

4. Add an existing person to the account team as follows:

   1. Tap Account Team in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Choose the person on the list that appears, and then tap OK.