Siebel eAutomotive Guide > Working with Dealers > End-User Procedures >

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.

To create a new category

  1. Navigate to the Dealers screen.
  2. Select a dealer from the Dealers list.
  3. Click the Categories view tab.
  4. In the Dealer Categories list, click New.
  5. Complete the fields as needed. Some fields are described in the following table.

    6. Field
    Description
    Category
    Select the type of Contact information, such as Target, Attendee, Hobby, or Spouse. If the category does not appear in the dialog box, click New 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, click New and enter information for the new value.
    Value Rank
    Importance of the value compared to other values.


 Siebel eAutomotive Guide 
 Published: 18 April 2003