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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side 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 after the list in the main pane.

3. To view the related items for the selected account, tap the following names in the list in the side 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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side 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 after the list in the main pane.

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

      You must navigate away from the record to save your changes to it.

3. Create a new account as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side 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 after the list in the main pane.

3. Update an existing account contact as follows:

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

      All contacts associated with the account appear in the Contacts list in the main pane.

   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 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 side pane, and then tap Add (the plus (+) icon) in the main pane.

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

5. Create a new account contact as follows:

   1. Tap Contacts in the list in the side pane, and then tap New (the double plus (++) icon) in the main pane.

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

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side 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 after the list in the main pane.

3. Update an existing account opportunity as follows:

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

      All opportunities associated with the account appear in the Opportunities list in the main pane.

   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 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 side pane and then tap Add (the plus (+) icon) in the main pane.

   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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side 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 after the list in the main pane.

3. Update an existing account address as follows:

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

      All addresses associated with the account appear in the Addresses list in the main pane.

   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 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 side pane and then tap Add (the plus (+) icon) in the main pane.

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

5. Create a new account address as follows:

   1. Tap Addresses in the list in the side pane, and then tap New (the double plus (++) icon) in the main pane.

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

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side 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 after the list in the main pane.

3. Update an existing account activity as follows:

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

      All activities associated with the account appear in the Activities list in the main pane.

   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 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 side pane then tap New (the plus (+) icon) in the main pane.

   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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side 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 after the list in the main pane.

3. Update an existing account team as follows:

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

      All team members associated with the account appear in the Account Team list in the main pane.

   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.

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

   1. Tap Account Team in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

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