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Entering Opportunities (Dealer)

In Siebel Dealer, the Opportunity record includes added fields that allow the dealer to enter information that is specific to the automotive industry.

The fields covered here are available in addition to the fields in the Opportunity records of other Siebel applications. For more information about working with opportunities, see Applications Administration Guide.

To enter an opportunity

  1. Navigate to the Opportunities screen.
  2. Add a new record to the Opportunity list, and complete the necessary fields. Some fields are described in the following table.

Target Purchase Horizon

Select the time frame when the customer plans to buy the vehicle. The options are 0 to 3 months, 3 to 6 months, 6 to 9 months, and more than 9 months.

Monthly Budget

Enter the amount that the customer is willing to spend per month on vehicle payments.

Qualification Level

Select a number from one to six to represent the quality of an opportunity.

Purchase horizon start

Enter the date when the purchase horizon starts. For example, if you selected 0 to 3 months as the purchase horizon, enter today's date, and if you selected 3 to 6 months as the purchase horizon, enter the date three months from today.

Purchase Horizon End

Enter the date when the purchase horizon ends.

Lead Partner

Select the lead partner on the opportunity.

Siebel Dealer Administration Guide