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About Accounts

Accounts are generally companies that you do business with, but you can also track partners and competitors as accounts. The Account pages in Siebel CRM On Demand allow you to create, update, and track accounts.

If account records are central to how your company manages its business, as is the case in many companies, 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.

Related Topics

Steps for Accounts


Published May 2008