Siebel Dealer Administration Guide > Using Siebel Dealer for Sales > Process of Creating and Using Sales Steps (Dealer) >
Creating Sales Steps (Dealer)
Each dealership defines its own sales steps, to be used by its sales consultants. The general manager plans the sales strategy and design the needed sales steps. Then they are entered in Siebel Dealer's Sales Step Administration screen. This task is a step in Process of Creating and Using Sales Steps (Dealer). To create sales steps
- Navigate to the Dealer Preference screen.
- In the link bar, click Sales Step Administration.
- Add a new record to the Sales Step Administration list and complete the necessary fields, as described in the following table.
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Name |
Enter a name for the sales step, which will be the name that appears in the sales consultant's Sales Step list. |
Order |
Enter the order in which this step appears in the sales consultant's Sales Step list. |
Active |
This check box is selected by default. You can deselect it to deactivate this step, so it does not appear in the sales consultant's Sales Step list. |
- Continue to add records with this information until all of the sales steps have been added.
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