Account Fields
Use the Account Edit page to add an account or update details for an existing account. The Account Edit page shows the complete set of fields for an account.
TIP: You can also edit accounts on the Account List page and the Account Detail page. For more information on updating records, see Updating Record Details.
NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in drop-down lists. Therefore, the information you see onscreen might differ from the standard information described in this table.
Account records are central to how you manage and view your data. As a result, you should enter as much information about accounts as you can. Some of that information, such as Region or Industry, can be used in reports as a way to categorize information. Similarly, if you link a record, such as an opportunity, to an account record with Region or Industry filled in, those opportunities can be categorized by those values.
The following table provides additional information regarding some fields.
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Field
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Description
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Key Account Information
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Account Name
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Name of the account. To avoid duplicate records, make sure you follow the naming conventions your company has set up for abbreviations, capitalization, and so on.
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Location
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Type of facility operated by the account at this site, such as Headquarters.
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Parent Account
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Company that the account is a subsidiary of.
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Web Site
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URL address for the account.
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Account Sales Information
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Account Type
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Relationship of the account to your company, such as Prospect, Customer, Partner, Competitor.
Note: Accounts designated as a Partner or Competitor appear under the All Competitor and All Partner Accounts lists available from the Accounts Homepage.
They are also included in the list of accounts you can link to other accounts or opportunities from the Account or Opportunity Detail page. At that point, you can define the exact role that the account plays, such as Reseller, Vendor, or Partner, and track the partner and competitor information for every account and opportunity.
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Priority
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Priority for the account, such as High, Medium, or Low.
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Industry
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Type of business engaged in by the account, such as Manufacturing, High Technology, Financial Services, Retail, Automotive, Pharmaceuticals, Telecommunications, Energy, Services, or Other.
If you want to view report information, such as opportunities, by Industry, select an Industry for the account and then link the opportunity record to the account.
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Public Company
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Indication that the account is a publicly-owned company.
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Region
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Region the account falls under at your company. If you want to view report information, such as opportunities, by Regions, select a Region for the account and then link the opportunity record to the account.
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Status
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Specific to Siebel CRM On Demand Life Science Edition.
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Last Call Date
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Specific to Siebel CRM On Demand Life Science Edition.
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HIN
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Health Industry Number. Specific to Siebel CRM On Demand Life Science Edition.
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Influence Type
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Specific to Siebel CRM On Demand Life Science Edition.
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Call Frequency
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Specific to Siebel CRM On Demand Life Science Edition.
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Source Campaign
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The campaign that generated the account. This field is automatically populated during the lead conversion process or specified by the user when a new account is created.
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Annual Revenues
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Amount of the company's annual revenue.
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Market Segment
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Specific to Siebel CRM On Demand Life Science Edition.
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Market Potential
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Specific to Siebel CRM On Demand Life Science Edition.
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YTD Revenue
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Specific to Siebel CRM On Demand Life Science Edition.
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Market Share
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Specific to Siebel CRM On Demand Life Science Edition.
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Reference
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Indication that the account can be used as a reference for potential customers or sales representatives to contact.
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Reference as of
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Date the account becomes a reference.
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Partner
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Indication that this account is a partner.
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Number of Physicians
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Number of physicians working at a health care site, such as a hospital or clinic. Specific to Siebel CRM On Demand Life Science Edition.
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Route
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Specific to Siebel CRM On Demand Life Science Edition.
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Additional Information
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Billing and Shipping Addresses
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Selecting a country determines the labels for the remaining address fields, according to that country's address convention. You might see the screen refresh to adjust the field names.
If you add a contact and link it to this account, the Billing address for the account is carried over to the Account address section for that contact.
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Owner
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Alias of the record owner. Generally, the owner can update the record, transfer the record to another owner, or delete the record. However, access levels can be adjusted to restrict or expand a user's access. In order to reassign ownership of an account, you must have Read/Edit/Delete access to the account.
NOTE: If group ownership is enabled for your company, the group team members will automatically change if the new owner is a member of a different group.
The value in the Owner field affects which records are included in the reports that you or your managers run.
Each record has only one owner. However, account records can be shared with other employees through the Account Team page. For more information, see Sharing Records (Teams).
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Reassign Account
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Indicates that the account should be reassigned. If your company administrator has set up account assignment rules, selecting this field triggers assignment manager to process the account again and assign it according to the rules.
NOTE: The processing time for reassigning records can vary depending on the complexity of your company's assignment rules, the number of records to be reassigned, and the current system load. In the case of accounts, the processing time is also affected by the number of team members and the number of contacts and opportunities associated with the record.The owner name changes when the record is reassigned.
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Territory
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Territory that this account belongs to.
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Modified By
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Name of the person who created or last updated the account record, followed by the date and time of the update. System-generated.
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Description
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Additional information about the account. Limit of 2,000 characters.
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