11Associating Vehicles with Opportunities

Associating Vehicles with Opportunities

This chapter provides information about standard Siebel Automotive functionality for opportunity management. It consists of the following topics:

• About Opportunities

• Associating a Vehicle with an Opportunity

Note: Your company’s application configuration and business processes may differ from the procedures or business scenarios presented in this chapter.

About Opportunities

In Siebel Automotive, an opportunity is a potential revenue-producing event. An opportunity often has a close date, a win probability, and a sales team.

Many of the procedures for working with opportunities can be found in Siebel eSales Administration Guide. A procedure that is specific to Siebel Automotive is adding revenue information to an opportunity.

Associating a Vehicle with an Opportunity

Use this procedure to associate a vehicle, vehicle model, and product line with an existing opportunity.

To associate a vehicle with an opportunity

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. Drill down on the Opportunity Name field link for a selected opportunity record.

3. Click the Revenues view tab.

4. In the Revenues link bar, click the List link.

5. In the List, add, edit, or delete records.

6. Complete the fields as necessary.

   Some fields are described in the following table.

   Field	Description
   Revenue	Amount expected to make from the opportunity.
   Probability %	Probability of the opportunity.