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Creating Accounts

From within Siebel CRM On Demand, you always create an account by entering information in a form. You can access this form from different areas within the application, depending on what you are working on and what you need to do.

This section describes one method for creating an account, which allows you to add the record while continuing with your work in the main area of the application. For a description of all the methods, see Creating Records.

TIP: You can indicate account hierarchies, such as a company that is a subsidiary of another company, by selecting parent accounts. For instructions, see Specifying Parent Accounts.

To create an account using the Create box

  1. From any page, go to the Create box in the left Action bar.
  2. From the list, click the Account link.
  3. In the New Account form, enter the required information.
  4. Save the record.

Related Topics

Account Fields

Accounts Homepage


Published May 2008