Creating an Account
After you identify a business relationship, you add an account to your application. As the business relationship develops, you can update the account to track important details, such as individual contacts, opportunities, and service requests.
Before you add a new account, search the accounts list to make sure that the account does not already exist.
To create an account
Navigate to the Accounts screen, then the Accounts List view.
In the Accounts List, create a new record, and complete the necessary fields.
Some fields are described in the following table.
Describes the fields to complete when creating a new record in the Accounts list.
Field Comments Account Name
Type a name that identifies the account.
Site
Type the location of the account.
Parent
Select a parent account if the account is a subsidiary of a larger company.
Status
Select the account status. Default values include Active, Contract Pending, Gold, and Inactive.
Account Type
Select the type of account. Default values include Commercial, Competitor, Consultant, and Customer.
Account Team
Select the employees assigned to work with this account. If a call center user is not a member of the Account Team, then that user does not receive information about this account during the Mobile Web Client synchronization.
Address
Select or type the first line of account address. This value appears in some Contacts screen views and Account screen views for contacts that are associated with this account.
URL
Type the Universal Resource Locator (URL) for the account Web site.
Drill down on the Name field of the record, and navigate to the More Info view to complete more fields.
Some fields are described in the following table.
Describes the fields to complete in the More Info view.
Field Comments Industries
Select the types of business engaged in by the account.
PO Approved
Select the check box to indicate the Purchase Order (PO) has been approved.
PO Auto-Approval Limit
Type the amount for which a Purchase Order can be automatically approved.
Shipping Information
Type text for additional shipping details.
Shipping Terms
Select a value for the terms of shipping. Default values include Due, FOB, TBD, and No Charge.
Price List
Select a price list associated with the account. Your application administrator uses criteria your company defines to establish price lists.
Organization
Displays the name of the organization with which the account is associated.
Current Volume
Type a monetary amount that represents the account’s current sales volume.
Potential Volume
Type a monetary amount that represents the account’s potential sales volume.
Synonyms
Select a synonym for the account.
Use this field for alternate names for the account. For example, an account record for International Business Machines might have IBM as an entry in the Synonym field. This field assists in querying or in using Siebel Data Quality.
Partner
Select the check box to indicate the account is a business partner.
Competitor
Select the check box to indicate the account is a competitor.
Disable Cleansing
Select the check box to not permit data cleansing.
Territories
Select a sales territories associated with the account.
Lock Assignment
Select the check box to lock the sales team assignment from reassignment by Siebel Assignment Manager.
Assignment Area Code
Type an area code for the account. This code indicates that a sales representative from the same area code can be assigned to the account.
Assignment Country Code
Type a country code for the account. This code indicates that a sales representative from the same country code can be assigned to the account.
DUNS#
Displays the Data Universal Numbering System (D-U-N-S) numeric serial number for a company. The D-U-N-S number is unique for each company.
Parent/HQ DUNS
Displays the D-U-N-S number for the account's parent account.
Domestic Ultimate DUNS
Displays the D-U-N-S number for the domestic ultimate, which is the highest member in the hierarchy for the same business entity within the same country. A case can be its own domestic ultimate.
Global Ultimate DUNS
Displays the D-U-N-S number for the global ultimate, which is the highest member in the hierarchy for the same business entity worldwide.
Reference
Select the check box to indicate the account offers a reference for your company’s products or services.
Reference Stage
Select a value for the account stage according to your sales or other methodology. Default values include Project Planning and Strategy, Analysis and Design, Testing and Production Pilot, Rollout, and On Hold.
Referenceable as of
Select the date that the account first became a reference.
Navigate to other views to complete more fields.
Some fields are described in the following table.
Describes the fields to complete in other views.
Field Comments Address Line 2
Type the second line of account address. This value appears in some Contacts screen views and Account screen views for contacts that are associated with this account.
Expertise
Select the area of expertise for the account. Default values include Technology, Quality Control, and Client Management.
Global Owner
Displays the user ID of the team member who is the global account owner. In cases of multi-national or global companies, this field designates one main account team member to oversee the account.
Inventory Location
Type the physical location of the inventory.
Location Type
Select the type of facility operated by the account at the specified site.
Parent Site
Displays the location of the company of which the account is a subsidiary.