Siebel Automotive Guide > Managing Service Requests > Assigning the Service Request >

Assigning Service Requests Using Dealer Assignment


Use this procedure to automatically assign a service request to a dealer or set up an appointment time with a dealer to deal with a service request.

To use Dealer Assignment to assign service requests

  1. From the application-level menu, choose Navigate > Site Map > Service Requests > Service Request List.
  2. Drill down on a SR#.
  3. Click Dealer Assignment and take the following action:
    To...
    Then...

    Assign the service request

    Select one of the following options from the Automatically Assign Service Request to a Dealer drop-down list:

    • Preferred Service Dealer
    • Selling Dealer

    NOTE:  For a service request to be assigned to either of the two values, they should have been set for the vehicle.

    For more information about setting values for a vehicle, see Editing a Vehicle Record.

    Manually pick the dealer to assign this service request

    Select the dealer from the Pick a Dealer field.

    Set an appointment

    Create a new record in the Appointment Time form and enter the time and date of the appointment.

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