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Establishing Categories


Categories can be created to track any information that end users want to use for dealers, such as what competing dealerships are owned by the same dealer, or what dealer business system the dealer uses.

This task is a step in Process of Using Automotive for Dealer Management.

To view, edit, create, and delete a category

  1. Navigate to the Dealers screen.
  2. Drill down on a dealer.
  3. Click Categories.
  4. In the Dealer Categories list, add, edit, or delete records.

    Some fields are described in the following table.

    Field
    Description

    Category

    Select the type of Contact information, such as Holdings, Hot Prospects, Interest, or Subsidiary.

    If the category does not appear in the dialog box, create a new record and enter information for the new category.

    Category Rank

    Importance of the category compared to other categories.

    Value

    Select the subset of the Category.

    The items in the Pick Value dialog box are dependent on the Category selected.

    If the desired value does not appear in the dialog box, create a new record and enter information for the new value.

    Value Rank

    Importance of the value compared to other values.

Related Topics
Siebel Automotive Guide