End-User Procedures

The following list shows tasks end users typically perform when managing account information in the field:

• Creating an Account.

• Specifying an Account Profile.

• Viewing Account Hierarchies in Roll-up Views.

• Creating Category Information for an Account.

• Indicating an Affiliation Between an Account and a Contact.

• Indicating Affiliations Between Accounts.

• Creating Subaccounts.

• Viewing Pre-Call Information.

• Viewing Departments and Contacts.

• Tracking Documentation Associated with Accounts. Representatives can review documentation associated with an account, the contacts responsible for each document and when reviews are due.