Viewing Account Data for D&B Prospects

The account related to a D&B prospect might already exist as a Siebel account. You can use the following procedure to view account information after you promote an account from a D&B account to a Siebel account.

To view the account information for a D&B prospect

1. Navigate to the List Management screen, then the Lists view.

2. In the Lists list, click the D&B list name.

3. In the List Contacts and Prospects list, click the name in the Prospect Last Name field.

   Note: Make sure you select the Prospect Last Name and not the Contact Last Name.

4. Click the More Info view tab.

5. In the Prospects list, click the Matched Account Name.

   If there is no matching account name, then the field is blank.