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Siebel eAutomotive Guide > Working with Service Requests > End-User Procedures >
Using Dealer Assignment
A representative can 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
- Navigate to the Service Requests screen.
- Select the service request that needs to be assigned.
- Click the Dealer Assignment view tab.
- To 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 above two values, the two values should have been set for the vehicle. For more information about setting values for a vehicle, see Editing a Vehicle Record.
- To manually pick the dealer to assign this service request, click Pick a Dealer select button and select the dealer from the Pick Service Center dialog box.
- To set an appointment, click New in the Appointment Time form and enter the time and date of the appointment.
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Siebel eAutomotive Guide Published: 18 April 2003 |