Entering Details of the Account

You must enter details for each of your A, B, C, and D accounts.

This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.

To enter details of a portfolio account

1. Navigate to the Accounts screen, then Portfolio Management Process view.

2. Drill down on the Portfolio Name field of the portfolio plan record.

3. Navigate to the appropriate account planning view.

4. Complete the necessary fields in the account planning view.

   Some fields are described in the following table.

   Field	Comments
   Account	Displays the name of the account.
   Actual Account Type	Select the type of account.
   Importance To You Breakpoint	(A Account only) Displays the value that distinguishes the accounts on the starting side of the segmentation map and the ending side of the segmentation map.
   Importance To Customer Breakpoint	(A Account only) Displays the value that distinguishes the accounts in the first section of the segmentation map and the second section of the segmentation map.
   Account Team	Displays the team responsible for the account.