Creating Category Information for an Account

End users can create categories to track additional account information. In creating a category, a user can:

• Define possible category values.

• Specify the relative importance of the category and each of its values.

By default, categories are visible system-wide. However, users can mark categories as private. Private categories are only visible to the user who created them.

This task is a step in Process of Managing Accounts.

To create category information for an account

• Follow the procedure for adding a category in the Siebel Applications Administration Guide.