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Setting Up Industries


You can set up and maintain industry information used throughout the Siebel application. The information in the Industries view populates the Industries drop-down list, which is found in a variety of screens and views, such as in the Accounts and References screens. The Industry list can also be used by Siebel Assignment Manager to assign new leads or service requests to Siebel users. For example, a sales representative who covers the pharmaceutical industry can be automatically assigned to new accounts using a Pharmaceutical Industry value.

To add an industry

  1. Navigate to the Administration - Data screen, then the Industries view.
  2. In the Industries list, create a new record, and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Industry

    Type the name of the industry. If you enter a value that already exists, then an error message appears.

    SIC Code

    Type the Standard Industry Classification Code for the industry. If you enter a value that already exists, then an error message appears.

    Type

    Select the type of industry.

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