Siebel eAutomotive Guide
Introduction
How This Guide Is Organized
Revision History
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Overview
Product Modules and Options
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Working with Accounts
Accounts Screen and Views
Business Scenarios
Account Screen Views
Vehicle-Owned Scenario
Vehicle-Related Scenario
Accounts Workflow
Administrator Procedures
About Maintaining Account Integrity and Performance
Working with Abandoned Accounts
End-User Procedures
Associating a Vehicle with an Account
Associating a Vehicle with an Account by Relationship
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Working with Contacts
Contacts Screen
Contacts Screen Views
Business Scenarios
Contacts Workflow
End-User Procedures
Contacts View Selected Fields
Adding an Employee to the Contact Team of a Contact
Adding an Image to a Contact
Entering Address Information for a Contact
Associating Categories with a Contact
Creating a Relationship Between Contacts
Associating a Vehicle with a Contact
Viewing Service History and Sales History for a Contact
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Working with Vehicles
Vehicles Screen and Views
Vehicle Views
Business Scenario
Vehicles Workflow
Administrator Procedure
Adding a Vehicle
End-User Procedures
Editing a Vehicle Record
Changing the Status of a Vehicle
Updating Vehicle Service History
Adding Financial Details for a Vehicle
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Working with Dealers
Dealers Screen and Views
Business Scenario
Dealers Workflow
End-User Procedures
Establishing Categories
Defining Dealer Profiles
Tracking Dealer Sales and Service Information
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Working with Opportunities
Opportunities Screen
Opportunities Screen Views
End-User Procedure
Associating a Vehicle with an Opportunity
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Working with Products
Products Screen
Products Screen Views
Business Scenario
Products Workflow
Administrator Procedures
Defining a Product's Information
Associating Valid Options with a Product
Adding Product Features and Specifications
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Setting Up Households
Households Screen
Households Screen Views
Business Scenario
End-User Procedures
Viewing Vehicles Associated with a Household
Associating Team Members with a Household
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Working with Quotes
Quotes Screen
Quotes Screen Views
Business Scenario
Quotes Workflow
End-User Procedures
Setting the Price List for Quotes
Creating Quotes
Copying or Revising a Quote
Allocating Vehicles to a Quote
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Working with Service Requests
Service Requests Screen
Service Requests Screen Views
Business Scenario
Service Requests Workflows
End-User Procedures
Creating a New Service Request
Manually Assigning the Service Request
Assigning with Assignment Manager
Using Dealer Assignment
Providing Details of Services to be Performed
Researching and Resolving a Service Request
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Tracking Service History
Benefits of Tracking Services and Repairs
Service History Screen
Business Scenario
End-User Procedures
Creating a New Service History Record
Viewing or Adding Services Performed
Viewing Service History
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Tracking Sales History
Sales History Screen
Business Scenario
End-User Procedures
Creating a New Sales History Record
Viewing Sales History
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Setting Up Preventive Maintenance
Preventive Maintenance Screen
Preventative Maintenance Screen Views
Business Scenarios
Periodic Maintenance
Triggered Maintenance
Preventive Maintenance Workflow
Administrator Procedures
Setting a Trigger for a PM Plan
Associating a PM Plan with a Product
Associating a PM Plan with Vehicles
End-User Procedures
Viewing PM History for a Vehicle
Viewing and Adding PM Plans for a Vehicle
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Working with Siebel eAutomotive Tools
Administrator Procedures
Setting Up the Dealer Locator
Setting Up the Vehicle Inventory Search
End-User Procedures
Calculating Loans and Leases
Locating a Dealer
Searching for a Vehicle
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