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Aactions adding for business rule 1 adding for dealer business rules 1 activity business rule action 1 changing activity types in dealer dashboards 1 administrators, about maintaining employees and stores 1 applets calendar data applet 1 daily data applet 1 automotive industry features 1 Bbudgets adding sales consultants' forecasts 1 adding sales mgr forecasts to store forecast 1 creating monthly and yearly forecast framework 1 creating monthly store forecasts 1 creating sales consultants' forecasts 1 creating sales manager's yearly forecast 1 creating sales managers' forecasts 1 creating sales steps 1 creating store yearly forecast 1 creating team sales step goals 1 creating your team sales step goals 1 printing your teams sales step goals 1 process of creating monthly forecast 1 process of using sales steps 1 selecting monthly and yearly forecast period 1 specifying employees included in forecasts 1 steps to creating yearly forecast 1 tracking sales steps 1 using sales steps 1 viewing daily sales step goals 1 viewing monthly store forecast 1 viewing sales step goals 1 viewing store yearly forecast 1 ways to use sales steps 1 business hours, displaying for a dealer 1 business preferences, entering 1 business rules about using and example 1 activating dealer business rules 1 adding actions for dealer business rules 1 adding an action 1 adding dealer business rule criteria 1 adding dealer business rule templates 1 changing parameters 1 configuring for dealer business rules 1 creating business rules for all dealers 1 creating new dealer business rule actions 1 process of creating business rule templates 1 publishing business rules 1 reactivating subscriptions 1 setting execution time for business rules 1 subscribing to business rules 1 viewing and inactivating subscriptions 1 viewing execution of dealer business rules 1 viewing executions of business rules 1 buyer's worksheet, about and process of creating 1 Ccalendar data applet 1 campaigns about using queries 1 associating with vehicles 1 automotive industry features 1 creating a recall campaign 1 executing a marketing campaign offer 1 marketing campaign features 1 marketing features 1 marketing scenarios 1 refreshing queries 1 viewing contacts with campaign 1 captive finance, about 1 communication creating rules for contacting customers 1 follow-up communication by dealers 1 condition of vehicle, entering details 1 contacts reassigning contacts 1 viewing associating with a campaign 1 viewing others who have accessed a contact 1 credit appraisal form, about and creating 1 credit origination 1 customers assigning unassigned opportunities 1 creating rules for contacting customers 1 entering information in showroom log 1 entering opportunities 1 process of using showroom log 1 working with a new customer 1 Ddaily data applet 1 dashboards available dashboards 1 calendar data applet 1 daily data applet 1 monthly data applet 1 using 1 data about assigning vehicles to a dealers 1 assigning sales history to a dealer 1 assigning service history to a dealer 1 configuring vehicles and options 1 sharing data with dealers 1 dealer administrator printing forms 1 process of creating forms 1 dealer business rules activating 1 configuring 1 viewing execution 1 dealer company, assigning vehicles 1 dealer dashboards allowing mgr to view team calendar 1 calendar data applet 1 daily data applet 1 dashboards available 1 monthly data applet 1 using dashboard 1 dealer employee, assigning a vehicle 1 dealer general manager adding sales consultants' forecasts 1 adding sales mgr forecasts to store forecast 1 assigning unassigned opportunities 1 creating monthly and yearly forecast framework 1 creating monthly store forecasts 1 creating sales consultants' forecasts 1 creating sales managers' forecasts 1 creating sales steps 1 creating store yearly forecast 1 creating team sales step goals 1 creating yearly forecast 1 creating your team sales step goals 1 entering customer information in showroom log 1 entering opportunities 1 entering vehicles shown to customers 1 printing your sales step goals 1 printing your teams sales step goals 1 process of creating monthly forecast 1 process of using sales steps 1 process of using the showroom log 1 selecting monthly and yearly forecast period 1 specifying employees included in forecasts 1 steps to creating yearly budget 1 tracking sales steps 1 using sales steps 1 viewing daily sales step goals 1 viewing monthly store forecast 1 viewing store yearly forecast 1 ways to use sales steps 1 working with a new customer 1 Dealer Management System 1 Dealer Operation screen 1 dealer sales manager adding sales consultants' forecasts 1 adding sales mgr forecasts to store forecast 1 assigning unassigned opportunities 1 creating monthly and yearly forecast framework 1 creating monthly store forecasts 1 creating sales consultants' forecasts 1 creating sales managers' forecasts 1 creating sales steps 1 creating store yearly forecast 1 creating team sales step goals 1 creating yearly forecast 1 creating your team sales step goals 1 entering customer information in showroom log 1 entering opportunities 1 entering vehicles shown to customers 1 printing your sales step goals 1 printing your teams sales step goals 1 process of creating monthly forecast 1 process of using sales steps 1 process of using the showroom log 1 selecting monthly and yearly forecast period 1 specifying employees included in forecasts 1 steps to creating yearly budget 1 tracking sales steps 1 using sales steps 1 viewing daily sales step goals 1 viewing monthly store forecast 1 viewing store yearly forecast 1 ways to use sales steps 1 working with a new customer 1 dealers about assigning vehicles to a dealer 1 about managing dealers 1 about sharing data 1 about viewing dealer operations 1 adding a new dealer summary 1 adding new dealers 1 assigning a vehicle 1 assigning sales history 1 assigning service history 1 configuring vehicles and options 1 creating an organization for each store 1 displaying business hours 1 displaying makes a dealer sells 1 entering opportunities to sell to 1 partner self-registration does not apply 1 scenarios 1 viewing dealer operations 1 viewing service requests 1 dealers dashboards, changing activity types 1 delegated administration, about maintaining employees and stores 1 DMS (Dealer Management System) 1 Eemail, business rule action 1 employees assigning a vehicle 1 specifying employees included in forecasts 1 end-of-lease activities 1 execution time, setting for business rules 1 Ffeatures, new 1 forecasts See Creating the Sales Manager's Yearly Forecast (Dealer) forms printing forms 1 process of creating forms 1 process of printing 1 Ggeneral manager adding sales consultants' forecasts 1 adding sales mgr forecasts to store forecast 1 assigning unassigned opportunities 1 creating monthly and yearly forecast framework 1 creating monthly store forecasts 1 creating sales consultants' forecasts 1 creating sales managers' forecasts 1 creating sales steps 1 creating store yearly forecast 1 creating team sales step goals 1 creating yearly forecast 1 creating your team sales step goals 1 entering customer information in showroom log 1 entering opportunities 1 entering vehicles shown to customers 1 printing your sales step goals 1 printing your teams sales step goals 1 process of creating monthly forecast 1 process of using sales steps 1 process of using the showroom log 1 selecting monthly and yearly forecast period 1 specifying employees included in forecasts 1 steps to creating yearly budget 1 tracking sales steps 1 using sales steps 1 viewing daily sales step goals 1 viewing monthly store forecast 1 viewing store yearly forecast 1 ways to use sales steps 1 working with a new customer 1 goals creating team sales step goals 1 creating your team sales step goals 1 printing your sales step goals 1 printing your teams sales step goals 1 viewing daily sales step goals 1 Hhours, displaying for a dealer 1 Iimporting, about importing service history 1 inactivating subscriptions to business rules 1 Inventory Search, note about and vehicle association 1 LLease Expiry Rule 1 letter, business rule action 1 Mmakes, displaying those the dealer sells 1 marketing campaigns about using queries 1 associating campaigns with a vehicle 1 automotive industry features 1 creating a recall campaign 1 executing a marketing campaign offer 1 marketing campaign features 1 marketing features 1 marketing scenarios 1 refreshing queries 1 viewing contacts with campaign 1 monthly budget forecast adding sales consultants' forecasts 1 creating monthly and yearly forecast framework 1 creating monthly store forecasts 1 creating sales consultants' forecasts 1 creating sales managers' forecasts 1 process of creating monthly forecast 1 selecting monthly and yearly forecast period 1 specifying employees included in forecasts 1 viewing monthly store forecast 1 monthly data applet 1 Nnew features 1 No Activity After Sales Stage Rule 1 OOEMs about business rules 1 creating a recall campaign 1 marking opportunities to be closed 1 reviewing and closing opportunities 1 offer, executing a marketing campaign offer 1 opportunities assigning unassigned opportunities 1 entering in Opportunity record 1 marking to be closed 1 reassigning opportunities 1 reviewing and closing opportunities 1 Pparameters, changing for business rules 1 partner dealer partner functionality 1 self-registration, does not apply to Siebel Dealer 1 Partner Relationship Management See Differences Between Siebel Dealer and Siebel PRM preferences, entering dealer business preferences 1 printing printing your sales step goals 1 printing your teams sales step goals 1 process of printing forms 1 publishing business rules 1 Qqueries about using for marketing campaigns 1 defining and using a query 1 refreshing queries 1 Rreactivating subscriptions to business rules 1 recall campaign, creating 1 rules about follow-up rules 1 creating rules for contacting customers 1 Ssales about follow-up rules 1 assigning unassigned opportunities 1 creating rules for contacting customers 1 creating sales steps 1 creating team sales step goals 1 creating your team sales step goals 1 entering business preferences 1 entering customer information in showroom log 1 entering opportunities 1 entering vehicles shown to customers 1 marking opportunities to be closed 1 printing forms 1 printing your sales step goals 1 printing your teams sales step goals 1 process of creating forms 1 process of printing forms 1 process of using sales steps 1 process of using the showroom log 1 reassigning contacts 1 reassigning opportunities 1 reviewing and closing opportunities 1 tracking sales steps 1 using sales steps 1 viewing daily sales step goals 1 viewing others who have accessed a contact 1 ways to use sales steps 1 working with a new customer 1 sales consultant dashboard about 1 calendar data applet 1 daily data applet 1 monthly data applet 1 using dashboard 1 sales consultants about follow-up rules 1 adding sales consultants' forecasts 1 assigning unassigned opportunities 1 creating monthly forecasts 1 creating rules for contacting customers 1 creating sales managers' forecasts 1 creating sales steps 1 creating team sales step goals 1 creating your team sales step goals 1 entering vehicles shown to customers 1 marking opportunities to be closed 1 printing forms 1 printing your sales step goals 1 printing your teams sales step goals 1 process of printing forms 1 process of using sales steps 1 reassigning contacts 1 reassigning opportunities 1 reviewing and closing opportunities 1 tracking sales steps 1 using sales steps 1 viewing daily sales step goals 1 viewing monthly store forecast 1 viewing others who have accessed a contact 1 ways to use sales steps 1 sales history, assigning to a dealer 1 sales manager adding forecasts to store forecast 1 adding sales consultants' forecasts 1 assigning unassigned opportunities 1 creating monthly and yearly forecast framework 1 creating monthly store forecasts 1 creating sales consultants' forecasts 1 creating sales managers' forecasts 1 creating sales steps 1 creating store yearly forecast 1 creating team sales step goals 1 creating yearly forecast 1 creating your team sales step goals 1 entering customer information in showroom log 1 entering opportunities 1 entering vehicles shown to customers 1 printing your sales step goals 1 printing your teams sales step goals 1 process of creating monthly forecast 1 process of using sales steps 1 process of using the showroom log 1 tracking sales steps 1 using sales steps 1 viewing daily sales step goals 1 viewing monthly store forecast 1 viewing store yearly forecast 1 ways to use sales steps 1 working with a new customer 1 sales manager dashboard about 1 calendar data applet 1 daily data applet 1 monthly data applet 1 using dashboard 1 sales rules creating rules for contacting customers 1 note, components required 1 service employee dashboard about 1 calendar data applet 1 daily data applet 1 monthly data applet 1 using dashboard 1 service history assigning to a dealer 1 viewing dealer operations 1 service manager dashboard about 1 calendar data applet 1 daily data applet 1 monthly data applet 1 using dashboard 1 service requests, viewing a dealer's service requests 1 showroom log assigning unassigned opportunities 1 entering customer information in showroom log 1 entering opportunities 1 process of using 1 working with a new customer 1 Siebel Automotive, list of screens 1 Siebel Business Process Manager, about 1 Siebel Communication Manager server components 1 Siebel Configurator, about using to assign vehicle options 1 Siebel Dealer about using Siebel Automotive 1 differences between Siebel PRM 1 enrollment process, step differences from PRM 1 functionality with partners 1 marketing campaigns 1 partner portal screens differences 1 Siebel Partner Relationship Management See Differences Between Siebel Dealer and Siebel PRM Siebel PRM about managing dealers 1 about sharing data with dealers 1 creating an organization for each store 1 differences between Siebel Dealer 1 entering opportunities to sell to dealers 1 partner portal screens differences 1 partners, differences from adding dealers 1 scenarios 1 store adding sales consultants' forecasts 1 adding sales mgr forecasts to store forecast 1 creating monthly and yearly forecast framework 1 creating monthly store forecasts 1 creating organization for each store 1 creating sales consultants' forecasts 1 creating sales managers' forecasts 1 creating sales steps 1 creating store yearly forecast 1 creating team sales step goals 1 creating your team sales step goals 1 printing your sales step goals 1 printing your teams sales step goals 1 process of creating monthly forecast 1 process of using sales steps 1 tracking sales steps 1 using sales steps 1 viewing daily sales step goals 1 viewing monthly store forecast 1 viewing store yearly forecast 1 ways to use sales steps 1 store dashboard about 1 calendar data applet 1 daily data applet 1 monthly data applet 1 using dashboard 1 subscribing to business rules 1 Tteam calendar, allowing mgr to view 1 teams creating team sales step goals 1 creating your team sales step goals 1 printing your teams sales step goals 1 templates activating dealer business rules 1 adding actions for dealer business rules 1 adding an action 1 adding dealer business rule criteria 1 adding dealer business rule templates 1 changing business rule parameters 1 configuring dealer business rules 1 creating business rules for all dealers 1 creating new dealer business rule actions 1 process of creating business rule templates 1 publishing business rules 1 reactivating business rules 1 setting execution time for business rules 1 subscribing to business rules 1 viewing and inactivating business rules 1 viewing execution of dealer business rules 1 viewing executions of business rules 1 trade-in appraisal form, about and creating 1 turn-in information, entering 1 VVehicle Sales Anniversary Rule 1 Vehicle Sales Follow-up Rule 1 vehicles assigning to a dealer company 1 associating with a campaign 1 configuring and options 1 creating a recall campaign 1 entering vehicles shown to customers 1 making visible to a dealer 1 stores, about associating with suborganizations 1 Wworkflows, activating for Siebel Dealer 1 Yyearly budget forecast adding sales mgr forecasts to store forecast 1 creating store yearly forecast 1 creating yearly forecast 1 selecting monthly and yearly forecast period 1 specifying employees included in forecasts 1 steps to creating 1 viewing store yearly forecast 1 |
Siebel Dealer Administration Guide |