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Process of Using Automotive for Account Management

End users, primarily sales and service representatives and fleet management representatives, will work with accounts frequently in Siebel Automotive. How an end user proceeds depends on whether he is working with an existing account or setting up a new one. If the account exists, he may associate it with a contact or a vehicle in any of several views in the Accounts or Vehicles screens.

Once an account record has been created and a vehicle has been added to the Vehicle database by the administrator, an end user or administrator can perform any of the following procedures in any order; however, the end user may want to perform procedures in the following order for consistent account management.

The following end-user procedures are described in this section:

• Associating a Vehicle with an Account
• Associating a Vehicle with an Account by Relationship

NOTE:  For additional end-user procedures related to accounts, see Applications Administration Guide.