Siebel Dealer Administration Guide > Managing Sales (Dealer) > Process of Printing Forms for Vehicle Sales (Dealer) >

Printing Forms (Dealer)

While working on an opportunity, the sales consultant prints out necessary forms.

To print forms

  1. Navigate to the Contacts screen.
  2. In the Contacts list, select the customer.
  3. Click the Opportunities view tab.
  4. In the Opportunities list, select the opportunity that is being worked on.
  5. Under the Opportunities form, click the Forms view tab.
  6. In the Forms list, in the Form Type field, select the type of form you want to produce.

    All forms of this type appear.

  7. In the Forms list, click the Draft Name of a form.

    The form appears in the application that was used to create it. For example, it might appear as a Microsoft Word document.

  8. Print out the form using the application that was used to create it.
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