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Using Siebel Dealer for Credit Origination


During credit origination, the dealer uses the following views to create and manage credit applications:

  • Application screen, Applications list view. This view and its subviews are used to create applications and to enter and track their details. These views are the same as the views with the same names in Siebel Automotive and Siebel Finance.
  • Contacts screen, Contact List, Contact Applications view. This view is used to view applications for a contact. This is the same as the Contacts screen, Contact List, Applications view of Siebel Automotive and Siebel Finance.
  • Accounts screen, Accounts List, Account Applications view. This view is used to view applications for an account. This is the same as the Accounts screen, Accounts List, Applications view of Siebel Automotive and the same as the Companies screen, Companies List, Applications view of Siebel Finance.

For information about how to use these views to create and manage an application, see the topic about managing Siebel Finance applications in Siebel Finance Guide.

NOTE:  Not all of the information in Siebel Finance Guide applies to Siebel Dealer, only the information describing views that are included in Siebel Dealer.

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