Siebel Dealer Administration Guide > Managing Sales (Dealer) > Process of Creating and Using Sales Steps (Dealer) >

Creating Sales Steps (Dealer)

Each dealership defines its own sales steps, to be used by its sales consultants. The general manager can plan the sales strategy and design the needed sales steps. Then the sales steps are entered in Siebel Dealer's Sales Step Administration screen.

This task is a step in Process of Creating and Using Sales Steps (Dealer).

To create sales steps

1. Navigate to the Dealer Preference screen.
2. In the link bar, click Sales Step Administration.
3. Add a new record to the Sales Step Administration list and complete the necessary fields, as described in the following table.

   Field	Comments
   Name	Enter a name for the sales step, which will be the name that appears in the sales consultant's Sales Step list.
   Order	Enter the order in which this step will appear in the sales consultant's Sales Step list.
   Active	This check box is selected by default. You can deselect it to deactivate this step, so it does not appear in the sales consultant's Sales Step list.

4. Continue to add records with this information until all of the sales steps have been added.