Siebel Automotive Guide > Managing Dealers >

Establishing Categories

Categories can be created to track any information that end users want to use for dealers, such as what competing dealerships are owned by the same dealer, or what dealer business system the dealer uses.

This task is a step in Process of Using Automotive for Dealer Management.

To view, edit, create, and delete a category

  1. Navigate to the Dealers screen > Dealers view.
  2. Drill down on the Name field link for a selected dealer record.
  3. Click the Categories view tab.
  4. In the Dealer Categories list, add, edit, or delete records.

    Some fields are described in the following table.



    Select the type of Contact information, such as Holdings, Hot Prospects, Interest, or Subsidiary.

    NOTE:  If the category does not appear in the dialog box, create a new, record and enter information for the new category.

    Category Rank

    A value that defines the category. The rank can be any numeric value.


    The value assigned to the category. Create new values as required.

    Value Rank

    Importance of the value compared to other values.

Related Topics
Siebel Automotive Guide