Displaying Account Details
You can display account details by using the Accounts list.
To display account details
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.
Tap an account in the Accounts list.
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.
Financial Accounts. Shows the financial account information for the account. For more information, see Viewing Financial Account Information for an Account.
Recommendations. Shows the product recommendations for the account as recorded by an Intelligent Advisor needs analysis. For more information, see the following topics:
Applications. Shows the application information for products for the account. For more information, see Managing Application Information for an Account.
In the Accounts List, tap the name of an account in the Account field.
In the Account 360 View that appears, complete the following steps:
In the account form applet, review additional details about the account.
Some of the information in this form comes from fields in the non-mobile application for Siebel Financial Services.
In the Timeline applet, review a timeline of the activities that are associated with the account.
In the timeline, the icons denote the activity types, and the dates and times denote the ending dates and times of the activities.
You can tap Activities in the side pane to view additional details about the activities in the timeline and about any other activities for the account, and then tap Account 360 View in the side pane to return to the Account 360 View.
In the applet that contains tiles of opportunity records, review the opportunities associated with the account.
In the opportunity tiles, the speedometers denote the win-probabilities, and available fields include: sales stage, account, revenue, and close date.
You can tap Opportunities in the side pane to view additional details about the opportunities in the tiles and about any other opportunities for the account, and then tap Account 360 View in the side pane to return to the Account 360 View.
In the Needs Analysis applet, conduct an Intelligent Advisor needs analysis and initiate an application capture process for a product by completing the following steps in the following order:
Start the needs analysis as shown in Performing Needs Analysis for Accounts.
Review product recommendations for the account as shown in Viewing Recommendation Information for an Account.
Start the application capture process for a product and then save or submit the application as shown in Applying for Products for an Account.
Track applications for products, resume existing applications, and sign completed applications as shown in Managing Application Information for an Account.