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Siebel Automotive Guide
What's New in This Release
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Overview
Product Modules and Options
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Associating Vehicles with Accounts
Accounts Defined
Scenarios for Working with Automotive Accounts
Vehicle-Owned Scenario
Vehicle-Related Scenario
Accounts Process Workflow
Process of Using Automotive to Setup Accounts
Process of Using Automotive for Account Management
Associating a Vehicle with an Account
Associating a Vehicle with an Account by Relationship
About Associating a Vehicle with an Account
Associating a Vehicle with an Account by Relationship
Associating a Vehicle Using the Summary View
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Managing Contacts
Contacts Defined
Scenario for Working with Automotive Contacts
Contacts Process Workflow
Contact Record Relationships
Process of Using Automotive to Work with Contacts
Managing Relationships Between Contacts
Associating a Vehicle with a Contact
Viewing Service History and Sales History for a Contact
Managing Service History Information
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Managing Dealers
About Automotive Dealers
Scenario for Working with Automotive Dealers
Dealer Process Workflow
Process of Using Automotive for Dealer Management
Establishing Categories
Defining Dealer Profiles
Tracking Dealer Sales and Service Information
Managing Vehicle Make Information
Listing Days and Hours for a Dealer
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Managing Lease and Loan Accounts
Scenario for Working with Lease and Loan Accounts
Lease and Loan Accounts Process Workflow
Financial Account Administrative Procedures
About Financial Accounts
Creating a Financial Product
About Adding Financial Accounts
Adding a Financial Account
Process of Viewing Asset Finance Information
Viewing Account Information
Viewing Contacts
Viewing Contact Address Information
Process of Viewing Contracts
Contracts Defined
Viewing Agreements Attached to an Account
Viewing Vehicle Itemized Costs
Viewing Lease/Loan Details
Associating a Financial Account with a Lease or Loan Agreement
Viewing Vehicles Associated with a Financial Account
Viewing Manufacturer and Dealer Options
Viewing Originating Dealer Information
Viewing Partner and Dealer Employees
Working with Title Information
Viewing Title Information
Viewing Title Detail Information for a Vehicle
Querying for Delinquent Titles
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Managing Lease End and Remarketing Activities
Process Workflow for Managing Lease End and Vehicle Remarketing
Scenario for Managing Lease End and Vehicle Remarketing
Process of Managing Lease End and Vehicle Remarketing
Managing Inspection Information
Viewing Inspection Information
Viewing Body Assessment Information
Viewing Excess Mileage Information
Viewing Parts and Other Charges
Ordering a Batch Inspection
Managing Vehicle Turn In
Fair Market Values Administrative Procedures
Setting Up the FMV Fair Market Values
Setting Up the FMV Auction Values
Process of Viewing Fair Market Value and Auction Information
Viewing Fair Market Information
Viewing Fair Market Value Detail Information
Viewing Auction Value Information
Viewing Auction Value Detail Information
Process of Vehicle Remarketing
Viewing the Remarketing of a Vehicle
Viewing Consignment Status
Viewing Sale Charge Details
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Managing Vehicles
Vehicles in Siebel Automotive
Scenario for Working with Vehicles
Vehicles Process Workflow
Entering Vehicle Records
Process of Using Automotive to Manage Vehicle Records
Editing a Vehicle Record
Changing Vehicle Status
Deleting a Vehicle
Updating Vehicle Service History
Managing Vehicle Financial Details
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Managing Products
Types of Products
About the List of Valid Vehicle Options
Scenario for Working with Automotive Products
Products Process Workflow
Process of Using Automotive to Manage Products
Managing a Product's Information
Process of Associating Valid Options with a Product
Defining a Product as an Option
Associating an Option with a Product of Type=Vehicle
Process of Adding Product Features and Specifications
Working with Product Features
Associating a Feature with a Product
Working with Product Specifications
Associating a Specification with a Product
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Associating Vehicles with Opportunities
Opportunity Defined
Associating a Vehicle with an Opportunity
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Setting Up Households
Households Defined
Scenario for Working with Households
Process of Using Automotive to Work With Households
Viewing Vehicles Associated with a Household
Associating Team Members with a Household
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Managing Quotes
About Quotes
Scenario for Working with Automotive Quotes
Quotes Process Workflow
Process of Creating Quotes
Setting the Price List for Quotes
Creating Quotes
Copying or Revising a Quote
Using Copy Record to Copy or Revise a Quote
Using Revise to Copy or Revise a Quote
Allocating Vehicles to a Quote
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Managing Service Requests
Service Requests Defined
About Service Request Channels
Scenario for Working with Automotive Service Request
Process of Working with Service Requests
Automotive Captive Finance Service Request Types
Creating a Service Request
Assigning the Service Request
Assigning the Service Request Manually
Using Assignment Manager to Assign Service Requests
Assigning Service Requests Using Dealer Assignment
Providing Details of Services to Be Performed
Researching and Resolving a Service Request
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Tracking Service History
Benefits of Tracking Services and Repairs
Scenario for Tracking Automotive Service History Scenario
Process of Tracking Service History
Creating a New Service History Record
Managing Services Performed
Managing Manufacturer and Customer Pay
Working with Service History
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Tracking Sales History
About Tracking Sales History
Scenario for Tracking Automotive Sales History
Process of Tracking Sales History
Creating a New Sales History Record
Viewing Sales History
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Setting Up Preventive Maintenance
Scenarios for Working with Automotive Preventive Maintenance
Periodic Maintenance Scenario
Triggered Maintenance Scenario
Process of Setting Up Preventive Maintenance
Setting a Trigger for a PM Plan
Associating a PM Plan with a Product
Associating a PM Plan with Vehicles
Process of Using Automotive for Preventive Maintenance
Viewing PM History for a Vehicle
Working with PM Plans for a Vehicle
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Setting Up and Using Siebel Automotive Tools
Process of Locating a Dealer
Setting Up the Dealer Locator
Locating a Dealer
Process of Searching for a Vehicle
Setting Up Vehicle Search
Searching for a Vehicle
Calculating Loans and Leases
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