Siebel Dealer Administration Guide
What's New in This Release
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Overview of Siebel Dealer
About Siebel Dealer
Differences Between Siebel Dealer and Siebel Partner Relationship Management
Siebel Dealer Partner Portal Screens
Siebel Partner Manager and Siebel Automotive Screens
Activating Workflows for Siebel Dealer
Changing Types of Activities Displayed in the Dealer Dashboard
Adding New Dealers
Roadmap for Adding a New Dealer
Setting Up the Team Calendar
About Sharing Data with Dealers
Assigning Vehicles to a Dealer
Configuring Vehicles and Options
Assigning Sales History to a Dealer
Assigning Service History to a Dealer
Viewing Dealer Operations
Sales, Service, and Marketing with Siebel Dealer
About Managing Your Dealers
Entering Opportunities to Sell to Dealers
Viewing a Dealer's Service Requests
Entering the Makes a Dealer Sells
Displaying a Dealer's Business Hours
Added Functionality for Dealers
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Managing Sales (Dealer)
About Siebel Dealer Dashboard
Using Siebel Dealer Dashboards (Dealer)
Entering Dealer Preferences (Dealer)
Process of Creating the Yearly Forecast (Dealer)
Creating the Framework for Monthly and Yearly Forecasts (Dealer)
Creating the Sales Manager's Yearly Forecast (Dealer)
Creating the Store Yearly Forecast (Dealer)
Viewing the Store Yearly Forecast (Dealer)
Process of Creating the Monthly Forecast (Dealer)
Creating the Framework for Yearly and Monthly Forecasts (Dealer)
Creating Sales Consultants' Monthly Forecasts (Dealer)
Creating Sales Managers' Monthly Forecasts (Dealer)
Creating the Store Monthly Forecast (Dealer)
Viewing the Monthly Forecast (Dealer)
Process of Creating and Using Sales Steps (Dealer)
Creating Sales Steps (Dealer)
Creating Sales Step Goals (Dealer)
Viewing Daily Sales Step Goals (Dealer)
Using Sales Steps (Dealer)
Tracking Sales Steps (Dealer)
Process of Using the Showroom Log (Dealer)
Entering Information About a New Customer in the Showroom Log (Dealer)
Working with a New Customer (Dealer)
Entering Opportunities (Dealer)
Assigning Unassigned Opportunities (Dealer)
Entering Vehicles Presented (Dealer)
Viewing Others Who Have Accessed a Contact (Dealer)
Reassigning Contacts and Opportunities (Dealer)
Process of Printing Forms for Vehicle Sales (Dealer)
Creating Forms (Dealer)
Printing Forms (Dealer)
Generating Follow-Up Communications (Dealer)
Marking Opportunities as Closed (Dealer)
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Managing Marketing Campaigns (Dealer)
Marketing Features of Siebel Dealer
Scenarios for Using Siebel Dealer for Marketing
Using Queries for Marketing Campaigns (Dealer)
Refreshing Queries for Marketing Campaigns (Dealer)
Merging Lists for Marketing Campaigns (Dealer)
Adding Labor Operation Codes to Marketing Campaigns (Dealer)
Associating Campaigns with Vehicles (Dealer)
Creating a Recall Campaign (Dealer)
Executing Marketing Campaign Offers (Dealer)
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Managing Captive Finance and End of Lease (Dealer)
About Using Siebel Dealer for Captive Finance and End of Lease
Using Siebel Dealer for Credit Origination
Associating Vehicles with Loan Applications
About Using Siebel Dealer for End-of-Lease Activities
Entering Inspection Information
Viewing Turn-In Appointments
Entering Returned Vehicles
Purchasing or Declining Returned Vehicles
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Managing Business Rules for Dealers
About Business Rules for Dealers
Process of Creating Business Rule Templates for Dealers
Creating New Actions for Dealer Business Rules
Adding Dealer Business Rule Templates
Adding Criteria for Dealer Business Rules
Adding Actions for Dealer Business Rules
Publishing Dealer Business Rules
Creating Business Rules That Apply to All Dealers
Setting the Time When Dealer Business Rules Execute
Viewing, Deactivating, and Reactivating Subscriptions to Dealer Business Rules
Viewing Executions of Dealer Business Rules
Subscribing to Dealer Business Rules (Dealer)
Changing the Parameters of Dealer Business Rules (Dealer)
Activating Dealer Business Rules (Dealer)
Viewing Executions of Dealer Business Rules (Dealer)
Configuration for Dealer Business Rules
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Managing Warranty Claims
About Warranty Claims Management
Overview of Warranty Claims Management
About Prewarranty Authorizations
About Work Orders
About Warranty Claims
About Warranty Claim Repair Lines
About Validation Rules Processing and Exclusions
About Recalls
About Exclusions
Scenario for Processing a Warranty Claim
Roadmap for Creating and Managing Warranty Claims
Verifying Warranty Entitlement and Coverage
Process of Creating a Prewarranty Authorization
Creating a Prewarranty Authorization
Entering PWA Line Items
Submitting a Prewarranty Authorization for Approval
Process of Creating a Work Order
Creating a Work Order
Entering Work Order Line Items
Process of Creating a Warranty Claim
Creating a Warranty Claim
Entering Warranty Claim Repair Line Items
Submitting a Warranty Claim for Approval
Roadmap for Creating a Work Order from a PWA
Creating a PWA and Warranty Claim from a Work Order
Creating a Warranty Claim from a Work Order (without a PWA)
Updating a Warranty Claim
About Supplier Recovery Claims
Process of Reviewing and Submitting Decisions for Supplier Recovery Claims
Finding Supplier Recovery Claims That Require Decisions
Approving Supplier Recovery Claim Line Items
Rejecting Supplier Recovery Claim Line Items
Submitting Decisions for Supplier Recovery Claims
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