Bookshelf v7.5: Siebel eDealer Partner Portal Screens

Siebel eDealer Administration Guide > Administering Siebel eDealer > Differences in the Partner Portal and Partner Manager >

Siebel eDealer Partner Portal Screens

In addition to the screens of the Siebel PRM partner portal, Siebel eDealer partner portal has the following screens that are used by the dealer company to manage its operations:

Showroom Log. Allows dealers to enter information about potential customers who enter the showroom.

Unassigned Opportunities. Allows dealers to assign unassigned opportunities to sales consultants.

Employee Performance. Allows dealers to evaluate employee performance on activities and opportunities.

Sales Step Administration. Allows dealers to create sales steps which sales consultants follow when they deal with customers.

Employee and Customer Communication Rule Administration. Allows dealers to create rules that automatically send communications to customers to follow up on sales and to sales consultants to remind them to follow up on sales.

Budget. Allows dealers to plan their sales for the next year.

Forecast. Allows dealers to plan their monthly sales.

Budgets and Forecasts Administration. Allows dealers to administer the budgets and forecasts of the employees and of the entire store for the year.

In addition to the screens of Siebel PRM partner portal, Siebel eDealer partner portal has the following screens that are equivalent to screens in Siebel eAutomotive:

Vehicles. Provides information about vehicles.

Vehicle Administration. Allows users to administer information about vehicles.

Sales History. Tracks the history of vehicle sales to each customer.

Service History. Tracks the history of vehicle service to each customer.

The Products, Contacts, Opportunities, and Service screens are also different in Siebel eDealer than in Siebel PRM, because they have views and fields with information that is specific to the automotive industry.

In Siebel eDealer, the Opportunities screen also has these added features:

Reassign button. Used to assign opportunities to a different sales consultant. If you click this button, it will reassign only open opportunities.

Opportunities Filter applet. At the top of the screen and used to filter records in the Opportunities list below. Enter a value in the Sales Stage, New/Used, Sales Team, or Created Date field of the Opportunities Filter applet, and click Go to display only opportunities with the matching value in that field.

In Siebel eDealer, the Contacts screen also has this added feature:

Reassign button. Used to assign activities and opportunities to a different sales consultant. If you click this button, all the open activities where the Done flag is null will be reassigned, and all the open opportunities will also be reassigned.

The home page is also different in Siebel eDealer than in Siebel PRM. Siebel eDealer has two home pages:

Sales Manager Home Page. Includes My Activities, My Team's Calendar, and Facility's Monthly Sales Goals.

Sales Consultant Home Page. Includes My Calendar and My Goals.

NOTE: For these home pages to be visible, the position of the sales manager must have the value Manager in its Type field, and the position of the sales consultant must have the value Sales Representative in its Type field.