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Siebel Life Sciences Guide > Administering and Managing Accounts in Life Sciences > Process of Managing Accounts > Creating an AccountAccounts are businesses and organizations that either currently generate sales for your company or have the potential to do so. Because formulary opportunities are created and managed based on accounts and contacts can be affiliated with one or more accounts, entering and maintaining accurate account information is a critical task. Accounts are also used to track competitor information. An account record with the Competitor field selected represents a competing company. Only the administrator can edit the Competitor field to create a competitor record. For more information, see Specifying a Competitor. Multiple employees can be assigned, as a team, to an account. Any employee assigned to the team can update the account's information. The user who creates the account is automatically designated as the primary account team member. However, he or she can also be added to an account team created by another user (such as a manager). Accounts in Siebel Life Sciences can have multiple addresses. Users can edit existing addresses directly in the Address field. However, users should be careful when editing an existing address. Editing an existing address, changes it for all accounts currently associated with the address. This task is a step in Process of Managing Accounts.
NOTE: Only a Siebel administrator can delete an account. For more information, see Deleting an Account. |
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