Siebel Automotive Guide > Managing Lease and Loan Accounts >

Adding a Financial Account


The following procedure describes how to add a financial account in Siebel Automotive.

To add a financial account

  1. Navigate to the Financial Accounts screen > Financial Account List.
  2. Create a record.

    Complete the fields as needed. Some fields are described in the following table.

    Field
    Description

    Account Status

    Specifying Open allows the financial account to appear in Siebel Automotive.

    Account #

    User-assigned number.

    Product

    Indicates the product associated with the account. This selection populates the Type field.

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