Siebel Dealer Administration Guide > Overview of Siebel Dealer > About Sharing Data with Dealers >

Assigning Vehicles to a Dealer

Siebel Automotive lets you keep complete records on every vehicle you have sold to a dealer or a customer. Dealers can use the information about vehicles sold to customers to help them service customers' vehicles and to do future marketing to existing customers. For example, if a customer calls a dealer for service, the dealer can look up the vehicle record by VIN number or vehicle name to find details about the vehicle's sales and service history.

When a vehicle is sold to a customer, associate the vehicle record with the contact record for that customer. You can make a vehicle visible to a dealer in two ways:

• Assign a vehicle to a dealer employee. If you add a dealer employee to the Access Team field for the vehicle, it will be visible to that employee in the My Vehicles view.
• Assign a vehicle to a dealer company. If you add a dealer company's organization to the Organization field for the vehicle, it will be visible to that company in the All Vehicles view. Someone at the dealer company with access to the All Vehicles view can add dealer employees to the Access Team view to make it visible to them in the My Vehicles view.

For more information about working with vehicles, see the topic about vehicles in the Siebel Automotive Guide.

In this topic you will learn ho to assign a vehicle to a dealer employee.

To assign a vehicle to a dealer employee

1. Navigate to the Vehicles screen.
2. In the Vehicles list, select the vehicle that you want to assign to the dealer.
3. In the More Info form, click the more button.
4. In the More Info form, click the select icon for the Access Team field.

   The Access Team Members dialog box appears.

5. In the Access Team Members dialog box, click New.
6. In the list of employees, select the employee you want to add to the access team and click OK.

   The Access Team Members dialog box appears, with that employee added to the list.

7. In the Access Team Members dialog box, click OK.

   The vehicle will be visible to the employee you selected in the My Vehicles view.

In this topic you will learn ho to assign a vehicle to a dealer company.

To assign a vehicle to a dealer company

1. Navigate to the Vehicles screen.
2. In the Vehicles list, select the vehicle that you want to assign to the dealer.
3. In the More Info form, click the more button.
4. In the More Info form, click the select icon for the Organization field.

   The Organizations dialog box appears.

5. In the Organizations dialog box, click New.
6. In the list of organizations, select the organization that represents the dealer company you want to assign the vehicle and click OK.

   The Organizations dialog box appears, with that organization added to the list.

7. In the Organizations dialog box, click OK.

   The vehicle will be visible to the dealer company you selected in the All Vehicles view.