Siebel Dealer Administration Guide
What's New in This Release
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Overview of Siebel Dealer
About Siebel Dealer
Differences Between Siebel Dealer and Siebel PRM
Siebel Dealer Partner Portal Screens
Siebel Partner Manager and Siebel Automotive Screens
Activating Workflows for Siebel Dealer
Changing Types of Activities Displayed in the Dealer Dashboard
Adding New Dealers
Setting Up the Team Calendar
About Sharing Data with Dealers
Assigning Vehicles to a Dealer
Configuring Vehicles and Options
Assigning Sales History to a Dealer
Assigning Service History to a Dealer
Viewing Dealer Operations
Sales, Service, and Marketing with Siebel Dealer
About Managing Your Dealers
Entering Opportunities to Sell to Dealers
Viewing a Dealer's Service Requests
Displaying the Makes a Dealer Sells
Displaying a Dealer's Business Hours
Added Functionality for Dealers
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Dealers' Use of Siebel Dealer for Sales
Using Siebel Dealer Dashboards (Dealer)
Entering Dealer Preferences (Dealer)
Process of Creating the Yearly Forecast (Dealer)
Creating the Framework for Monthly and Yearly Forecasts (Dealer)
Creating the Sales Manager's Yearly Forecast (Dealer)
Creating the Store Yearly Forecast (Dealer)
Viewing the Store Yearly Forecast (Dealer)
Process of Creating the Monthly Forecast (Dealer)
Creating the Framework for Yearly and Monthly Forecasts (Dealer)
Creating Sales Consultants' Monthly Forecasts (Dealer)
Creating Sales Managers' Monthly Forecasts (Dealer)
Creating the Store Monthly Forecast (Dealer)
Viewing the Monthly Forecast (Dealer)
Process of Creating and Using Sales Steps (Dealer)
Creating Sales Steps (Dealer)
Creating Sales Step Goals (Dealer)
Viewing Daily Sales Step Goals (Dealer)
Using Sales Steps (Dealer)
Tracking Sales Steps (Dealer)
Process of Using the Showroom Log (Dealer)
Entering Information About a New Customer in the Showroom Log (Dealer)
Working with a New Customer (Dealer)
Entering Opportunities (Dealer)
Assigning Unassigned Opportunities (Dealer)
Entering Vehicles Presented (Dealer)
Viewing Others Who Have Accessed a Contact (Dealer)
Reassigning Contacts and Opportunities (Dealer)
Process of Printing Forms for Vehicle Sales (Dealer)
Creating Forms (Dealer)
Printing Forms (Dealer)
Generating Follow-Up Communications (Dealer)
Closing Out Opportunities (Dealer)
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Dealers' Use of Siebel Dealer for Marketing
Marketing Features of Siebel Dealer
Scenarios for Using Siebel Dealer for Marketing
Using Queries for Marketing Campaigns (Dealer)
Refreshing Queries for Marketing Campaigns (Dealer)
Merging Lists for Marketing Campaigns (Dealer)
Adding Labor Operation Codes to Marketing Campaigns (Dealer)
Associating Campaigns with Vehicles (Dealer)
Creating a Recall Campaign (Dealer)
Executing Marketing Campaign Offers (Dealer)
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Dealer's Use of Siebel Dealer for Captive Finance
About Using Siebel Dealer for Captive Finance
Using Siebel Dealer for Credit Origination
About Using Siebel Dealer for End-of-Lease Activities
Entering Details About the Condition of the Vehicle
Entering Turn-In Information at the End of a Vehicle Lease
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Business Rules for Dealers
About Business Rules for Dealers
Process of Creating Business Rule Templates for Dealers
Creating New Actions for Dealer Business Rules
Adding Dealer Business Rule Templates
Adding Criteria for Dealer Business Rules
Adding Actions for Dealer Business Rules
Publishing Dealer Business Rules
Creating Business Rules that Apply to All Dealers
Setting the Time When Dealer Business Rules Execute
Viewing, Inactivating, and Reactivating Subscriptions to Dealer Business Rules
Viewing Executions of Dealer Business Rules
Subscribing to Dealer Business Rules (Dealer)
Changing the Parameters of Dealer Business Rules (Dealer)
Activating Dealer Business Rules (Dealer)
Viewing Executions of Dealer Business Rules (Dealer)
Configuration for Dealer Business Rules
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