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A
Activities screen, using to track sales steps 1
administrators, about maintaining employees and stores 1
audience for guide 1
B
Budget screen
sales manager budget, using to create 1
store budget, using to create 1
budgets
See also The Dealer Creates Sales Budgets and Forecasts
employees, specifying which employees to include in budget 1
framework, creating for 1
months, specifying which to include 1
sales manager budget, creating 1
store budget, creating 1
store budget, viewing by employees 1
yearly budget, about creating and process 1
Budgets and Forecasts Administration screen, about using to create frameworks 1
business hours, entering and displaying 1
buyer's worksheet
about and process of creating 1
printing 1
C
car makes, entering that a dealer sells 1
communication, follow-up communication by dealers 1
Contacts screen
customer, about activities working with 1
forms, using to print 1
sales steps, about working with 1
credit appraisal form
about and process of creating 1
printing 1
customer
No Activity After Sales Stage Rule, about using to contact customer 1
sales consultant, activities working with 1
sales consultant, assigning to 1
Vehicle Sales Anniversary rule, about using to contact customer 1
Vehicle Sales Follow-up rule, about using to contact 1
D
dealer company
creating, about 1
vehicle, assigning to 1
dealer general manager
budgets and forecasts, creating framework for 1
forecasts, about creating and process of 1
forecasts, about creating framework 1
forms, about creating and process of 1
forms, printing 1
sales manager budget, creating 1
sales steps creating 1
store budget, creating 1
store forecast, creating 1
yearly budget, about creating and process of 1
yearly budget, specifying months 1
yearly budget, specifying which employees to include 1
Dealer Makes view, using to enter and display car makes 1
Dealer Management System, about maintaining sales history 1
Dealer Operation screen
dealer company's transactions data, views available to view 1
dealer operations, viewing 1
Dealer Opportunity view, using to enter opportunity 1
dealer receptionist
sales consultant, assigning customer to 1
showroom log, entering information about customer 1
unassigned opportunities, assigning to sales consultant 1
Dealer Sales and Service Hours view, using to enter and display hours 1
dealer sales manager
See also The Dealer Creates Sales Budgets and Forecasts
forecasts, about creating and process of 1
forecasts, creating their forecast 1
forms, about creating and process of 1
forms, printing 1
sales manager budget, creating 1
sales steps, tracking 1
yearly budget, about creating and process of 1
yearly budget, specifying months 1
yearly budget, specifying which employees to include 1
Dealer Service Request view, using to view service requests 1
dealers
See also The Dealer Creates and Uses Sales Steps
creating for each store, about 1
dealer operations, viewing 1
dealer operations, views available 1
enrollment process, step differences from PRM 1
new dealers, enrollment process 1
No Activity After Sales Stage Rule, about using to contact customer 1
sales steps, creating 1
service history, about sharing 1
showroom log, about using 1
suborganization, about creating for each store 1
Vehicle Sales Anniversary rule, about using to contact customer 1
Vehicle Sales Follow-up rule, about using to contact the customer 1
vehicle sales history, about assigning to 1
vehicle, about assigning to a dealer 1
vehicle, assigning to a dealer company 1
vehicle, assigning to a dealer employee 1
dealers, managing
See also Managing Your Dealers
about 1
car makes, entering that a dealer sells 1
dealer's business hours, entering 1
dealers service requests, viewing 1
opportunity, entering to sell to a dealer 1
delegated administration, about maintaining employees and stores 1
DMS (Dealer Management System), about maintaining sales history 1
E
eAutomotive, list of screens for managing dealers 1
sales consultant, working with customer 1
Vehicle Sales Anniversary rule, about using to contact the customer 1
Vehicle Sales Follow-up rule, about using contact the customer 1
Employee and Customer Communication Rules Administration screen
follow-up communication, generating 1
using, about 1
employees
budgets and forecasts, about adding to 1
budgets and forecasts, specifying which employees to include in 1
forecast, viewing by 1
store budget, viewing by 1
vehicle, assigning to 1
F
Forecast screen
sales consultants, using to create forecast 1
sales manager, using to create forecast 1
store forecast, using to create 1
forecasts
See also The Dealer Creates Sales Budgets and Forecasts
dealer employees, viewing forecast 1
dealer general manager, creating store forecast 1
employees, specifying which to include 1
framework, about creating 1
framework, creating for forecasts 1
monthly forecasts, about creating and process of 1
months, specifying which to include 1
sales consultants, creating their forecasts 1
sales managers, creating their forecasts 1
forms
creating, about and process of 1
printing 1
G
general manager
budgets and forecasts, creating framework for 1
forms, about creating and process of 1
forms, printing 1
sales steps, creating 1
yearly budget, about creating and process of 1
yearly budget, specifying months 1
yearly budget, specifying which employees to include 1
guide
audience for 1
organization of 1
revision history 1
H
history of revisions 1
home page
Siebel Partner Relationship Management, differences from 1
visible, making 1
I
Inventory Search, about and vehicle association 1
L
Lease Expiry Rule, about 1
M
manufactures scenarios 1
marketing scenario 1
N
No Activity After Sales Stage Rule, about 1
O
Opportunities Filter applet, about using 1
Opportunities screen, new features 1
opportunities, assigning unassigned opportunities to a sales consultant 1
organization of guide 1
P
partner self-registration, about using 1
printing forms 1
R
Reassign button
Contacts screen, about using 1
Opportunities screen, about using 1
receptionist
sales consultant, assigning customer to 1
showroom log, entering information about 1
unassigned opportunities, assigning to sale consultant 1
revision history 1
Roles, about using 1
S
sales anniversary, about using the Vehicle Sales Anniversary rule 1
Sales Consultant Home Page, about 1
sales consultants
See also The Dealer Creates and Uses Sales Steps
contacts, assigning to scenario 1
customer, activities working with 1
customer, assigning to 1
follow-up communication, generating 1
follow-up communication, sales rule types 1
forecasts, about creating and process of 1
forecasts, creating 1
sales steps, using 1
unassigned opportunities, assigning to 1
sales history, about assigning to a dealer 1
Sales Manager Home Page, about 1
sales rules
follow-up communication, generating 1
follow-up communication, rule types 1
note, components required 1
Sales Step Administration screen, using to create sales steps 1
sales steps
about 1
creating 1
sales consultant, using steps 1
tracking by sales manager 1
sales, manufacturer scenario 1
screens, list of 1
service requests
dealer's service requests, viewing 1
manufacturer scenario 1
service history, about sharing 1
showroom log
about 1
about using 1
customer, entering information about 1
Showroom Log screen
product, using to enter information about 1
sales consultant, using to assign customer to 1
Siebel Business Process Manager, about using to run sales rules 1
Siebel Communication Manager server components, about using to run sales rules 1
Siebel eAutomotive, list of screens for managing dealers 1
Siebel eConfigurator, about using to assign vehicle options 1
Siebel Partner Manager, screen differences from Siebel Partner Relationship Management
Siebel Partner Portal, screen differences from Siebel Partner Relationship Management
Siebel Partner Relationship Management
creating new partner, differences from eDealer 1
eDealer, differences from 1
partners, differences from adding dealers 1
roles, about using in eDealer 1
store budget
creating 1
employees, viewing by 1
store forecast, creating 1
T
trade-in appraisal form
about and process of creating 1
printing 1
U
Unassigned Opportunities screen, about using 1
V
Vehicle Sales Anniversary Rule, about 1
Vehicle Sales Follow-up rule, about using 1
vehicles
dealer company, assigning vehicle to 1
dealer employee, assigning vehicle to 1
dealers, about assigning to 1
options, about assigning and example 1
sales history, about assigning to a dealer 1
service history, about sharing 1
stores, about associating with suborganizations 1
Vehicles screen
dealer company, using to assign vehicle to 1
vehicle, using to assign to a dealer employee 1
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Siebel eDealer Administration Guide Published: 18 April 2003 |