Accounts
Siebel CRM Online Help
Siebel CRM Online Help
  1. Home
  2. Application Screens and Views
  3. Accounts
  4. Accounts
  • Accessibility
  • Getting Started
  • Basic Application Features
  • Application Screens and Views
    • Messages
    • Alerts
    • Activities
    • Assessments
    • Literature
    • Global Target List Management
    • Contacts
    • Accounts
      • Accounts
      • About Accounts
      • Creating an Account
      • Associating a Contact with an Account
      • Associating an Activity with an Account
      • Associating an Opportunity with an Account
      • Assessing an Account
      • Synchronizing Account Information with External Applications
      • Viewing Account Credit Profiles
    • Opportunities
    • Households
    • References
    • Categories
    • Competitors
    • Decision Issues
  • Initial Setup
  • Ongoing Application Administration Tasks
  • Communications Operations for End Users
  • Administering Siebel CTI

Accounts

This chapter covers how to work with accounts. It includes the following topics:

  • About Accounts

  • Creating an Account

  • Associating a Contact with an Account

  • Associating an Activity with an Account

  • Associating an Opportunity with an Account

  • Assessing an Account

  • Synchronizing Account Information with External Applications

  • Viewing Account Credit Profiles

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