Creating Accounts

Complete the procedure in this topic to create an account.

To create an account

1. Navigate to the Accounts screen, then the Accounts List view.

2. In the Accounts list, create a new record and complete the necessary fields. Some fields are shown in the following table. To access more fields, click the show more button in the account form.

   Field	Comments
   Site	Type a description of the location or function of the account, such as headquarters, corporate, or San Francisco.
   Account Type	Select the type of account, such as Hospital, Clinic, IRB, and so on.
   Account Team	Select the members assigned to the account team. The team member who creates the account record is the primary team member.
   Address	Select the addresses for the account by picking from existing addresses or by entering new addresses. Avoid duplicating addresses by checking if an address exists before entering a new one.

3. Drill down on the Name field of the account, and navigate to the More Info view to add more information. Some fields are shown in the following table.

   Field	Comments
   Synonyms	Select the synonyms for the account. This field allows you to refer to accounts in the way that you prefer. For example, an account named A/B Products, Inc., might have the following synonyms: AB, A/B, and AB Products. When you search for an account or enter an account in another part of your Siebel Business Application, you can use a synonym instead of the actual name.
   Territories	Select the territories that are associated with the account.

4. Navigate to views, such as the Activities view, the Addresses view, and so on to add more information to the account record.

   For more information about creating and maintaining account affiliations, see Siebel Life Sciences Guide.