Siebel Dealer Administration Guide > Managing Sales (Dealer) >

Entering Dealer Preferences (Dealer)

Dealers can specify preferences to control features of Siebel Dealer behavior, such as how long a trade in evaluation remains valid and how frequently the dashboard refreshes.

To enter dealer business preferences

1. Navigate to the Dealer Preference screen.
2. In the Dealer Preference form, select values for the fields, as described in the following table.

   Field	Comments
   Trade In Evaluations Valid For	Enter the number of days that a trade-in evaluation remains valid. The default is 30 days. The value you enter here controls the value in the # of Valid Evaluations field of the Opportunity record. For example, if a sales consultant does a trade-in evaluation today and evaluations are valid for 30 days, # of valid evaluations will include this evaluation for the next 30 days.
   Dashboard Activity History	Enter the number of days that activities remain in the dashboard history. Activities in the dashboard disappear a specified number of days after their due date, depending on the value you enter here.
   Dashboard Activity Refresh Interval	Enter a number of hours to specify how frequently dashboard activities will refresh. To refresh more frequently than once an hour, enter a decimal, such as .5. This prevents overloading because of constant refreshes.
   Dashboard Unit Sales Refresh Interval	Enter a number of hours to specify how frequently dashboard unit sales will refresh. To refresh more frequently than once an hour, enter a decimal, such as .5.
   Period Type	Specify the period used in forecasts. For more information, see Creating the Framework for Yearly and Monthly Forecasts (Dealer).
   Split Deals for Sales Consultants	Select this check box to specify whether the deal is split. If a deal is not split, all the employees in the Sales History view will be fully credited for the deal. For example, if employee A and B both work on the sale of a given product, then both would be considered full contributors for the sale of that product. If a deal is split, the employees in the sales history will be credited according to a preset weight. For example, if the weight specifies that the sales can be split among all the contributors equally, both A and B would be considered a part-time contributor and would have one-half of the sale credited to their records. The weight does not show up in the Siebel Dealer user interface. It is designed to be included in the data imported from the third-party application. NOTE:  If no weight value is available but the split flag is checked, the default weight is 0, and none of the employees is credited.
   Remove assigned Sales Consultant when assigning new Sales Consultant to Opportunity and Contacts	Select this check box if you want the current sales consultant to be removed from an opportunity and contact when they are assigned to a new sales consultant.