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Activating Workflows for Siebel Dealer

The setup chapter of Siebel Partner Relationship Management Administration Guide describes some workflows you must activate to run certain features of Siebel PRM.

Some features specific to Siebel Dealer are also based on workflows, and you must activate these workflows before dealers can use these features. You can also modify these workflows, in order to customize the way that these features work to suit your business model.

For more information about activating and customizing workflows, see Siebel Business Process Framework: Workflow Guide.

To allow dealers to use the following features, you must activate the workflows listed for each one:

• For generating follow-up communications, activate the following workflows. For more information about how dealers use this feature, see Generating Follow-Up Communications (Dealer).
  • eAuto Communication Rule - Follow-Up
  • eAuto Communication Rule - Lease Expiry
  • eAuto Communication Rule - No Activity
  • eAuto Communication Rule - Sales Anniversary
  • eAuto Communication Rule - Sub (Link Contact-Action)
  • eAuto Communication Rule - Sub (Link Employee-Action)
• For list management for marketing campaigns, activate the following workflows. For more information about how dealers use this feature, see Using Siebel Dealer for Marketing.
  • SLM Create Activity From List
  • SLM Edit Call List Workflow
  • SLM List Operation - Generic
  • SLM Update Parent
  • eAuto List Operation - Intersection
  • eAuto List Operation - Subtraction
  • eAuto List Operation - Union
• For campaign administration for marketing campaigns, activate the following workflows. For more information about how dealers use this feature, see Using Siebel Dealer for Marketing.
  • eAuto Add Contact to List
  • eAuto Add List To Campaign
  • eAuto Add Opportunity to List
  • eAuto Add To Campaign (Contact)
  • eAuto Add To Campaign (Opportunity)
  • eAuto Add To Campaign
  • eAuto Add To List
  • eAuto Campaign Create Letter
  • eAuto Go to Service Request
  • eAuto Query - Go to Query Result
  • eAuto Query - New Search - Sales Rep
• For business rules, activate the following workflows. For more information about how dealers use this feature, see Business Rules for Dealers.
  • eAuto Business Rule - Contact - Create Activity
  • eAuto Business Rule - Contact - Send Email
  • eAuto Business Rule - Contact - Send Letter
  • eAuto Business Rule - Opportunity - Create Activity
  • eAuto Business Rule - Opportunity - Send Email
  • eAuto Business Rule - Opportunity - Update Expiration Status
  • eAuto Business Rule - Sales History - Send Email
  • eAuto Business Rule - Service History - Send Email
  • eAuto Business Rule - Vehicle - Create Activity
  • eAuto Business Rule - Vehicle - Send Email
  • eAuto Business Rule Create Correspondence Request
  • eAuto Business Rule Execution Workflow
  • eAuto Business Rule Get eMail Template Name

    NOTE:  In addition to these, you must activate all workflows that will be used in action type definitions. When you select the workflow in the Action Type list, only workflows that have been activated will be shown, so you must activate them before creating the action types.