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Vehicle-Related Scenario


A sales representative from a dealership sells a vehicle to a customer, who is a contact the representative created from a walk-in at the showroom several weeks ago. The vehicle dealership is the loan provider for the vehicle that the customer purchased. The vehicle is associated with the dealership account through the Accounts list from the Vehicle Summary view tab.

See Associating a Vehicle with an Account by Relationship.

Siebel Automotive Guide