Siebel Dealer Administration Guide

What's New in This Release

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Overview of Siebel Dealer

About Siebel Dealer

Differences Between Siebel Dealer and Siebel PRM

Siebel Dealer Partner Portal Screens

Siebel Partner Manager and Siebel Automotive Screens

Activating Workflows for Siebel Dealer

Changing Types of Activities Displayed in the Dealer Dashboard

Adding New Dealers

Setting Up the Team Calendar

About Sharing Data with Dealers

Assigning Vehicles to a Dealer

Configuring Vehicles and Options

Assigning Sales History to a Dealer

Assigning Service History to a Dealer

Viewing Dealer Operations

Sales, Service, and Marketing with Siebel Dealer

About Managing Your Dealers

Entering Opportunities to Sell to Dealers

Viewing a Dealer's Service Requests

Displaying the Makes a Dealer Sells

Displaying a Dealer's Business Hours

Added Functionality for Dealers

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Dealers' Use of Siebel Dealer for Sales

Using Siebel Dealer Dashboards (Dealer)

Entering Dealer Preferences (Dealer)

Process of Creating the Yearly Forecast (Dealer)

Creating the Framework for Monthly and Yearly Forecasts (Dealer)

Creating the Sales Manager's Yearly Forecast (Dealer)

Creating the Store Yearly Forecast (Dealer)

Viewing the Store Yearly Forecast (Dealer)

Process of Creating the Monthly Forecast (Dealer)

Creating the Framework for Yearly and Monthly Forecasts (Dealer)

Creating Sales Consultants' Monthly Forecasts (Dealer)

Creating Sales Managers' Monthly Forecasts (Dealer)

Creating the Store Monthly Forecast (Dealer)

Viewing the Monthly Forecast (Dealer)

Process of Creating and Using Sales Steps (Dealer)

Creating Sales Steps (Dealer)

Creating Sales Step Goals (Dealer)

Viewing Daily Sales Step Goals (Dealer)

Using Sales Steps (Dealer)

Tracking Sales Steps (Dealer)

Process of Using the Showroom Log (Dealer)

Entering Information About a New Customer in the Showroom Log (Dealer)

Working with a New Customer (Dealer)

Entering Opportunities (Dealer)

Assigning Unassigned Opportunities (Dealer)

Entering Vehicles Presented (Dealer)

Viewing Others Who Have Accessed a Contact (Dealer)

Reassigning Contacts and Opportunities (Dealer)

Process of Printing Forms for Vehicle Sales (Dealer)

Creating Forms (Dealer)

Printing Forms (Dealer)

Generating Follow-Up Communications (Dealer)

Closing Out Opportunities (Dealer)

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Dealers' Use of Siebel Dealer for Marketing

Marketing Features of Siebel Dealer

Scenarios for Using Siebel Dealer for Marketing

Using Queries for Marketing Campaigns (Dealer)

Refreshing Queries for Marketing Campaigns (Dealer)

Merging Lists for Marketing Campaigns (Dealer)

Adding Labor Operation Codes to Marketing Campaigns (Dealer)

Associating Campaigns with Vehicles (Dealer)

Creating a Recall Campaign (Dealer)

Executing Marketing Campaign Offers (Dealer)

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Business Rules for Dealers

About Business Rules for Dealers

Process of Creating Business Rule Templates for Dealers

Creating New Actions for Dealer Business Rules

Adding Dealer Business Rule Templates

Adding Criteria for Dealer Business Rules

Adding Actions for Dealer Business Rules

Publishing Dealer Business Rules

Creating Business Rules that Apply to All Dealers

Setting the Time When Dealer Business Rules Execute

Viewing, Inactivating, and Reactivating Subscriptions to Dealer Business Rules

Viewing Executions of Dealer Business Rules

Subscribing to Dealer Business Rules (Dealer)

Changing the Parameters of Dealer Business Rules (Dealer)

Activating Dealer Business Rules (Dealer)

Viewing Executions of Dealer Business Rules (Dealer)

Configuration for Dealer Business Rules

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Siebel Dealer Administration Guide