Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What’s New in Siebel Dealer Administration Guide, Siebel CRM 20.1 Update
• What’s New in Siebel Dealer Administration Guide, Siebel CRM 19.1 Update

2 Overview of Siebel Dealer

• 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
  • Each Store Must Have One Organization
  • Partner Self-Registration Does Not Apply
• 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

3 Managing Sales (Dealer)

• 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)
  • Reassigning Contacts
  • Reassigning 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)

4 Managing Marketing Campaigns (Dealer)

• 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)

5 Managing Captive Finance and End of Lease (Dealer)

• 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

6 Managing Business Rules for Dealers

• 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
  • Gathering Information
  • Enabling the Object for Business Rules
  • Defining Business Rules

7 Managing Warranty Claims

• Managing Warranty Claims
• About Warranty Claims Management
• Overview of Warranty Claims Management
  • About Prewarranty Authorizations
    • PWA Claim Types
    • PWA Statuses
    • PWA Repair Line Statuses
  • About Work Orders
  • About Warranty Claims
    • Warranty Claim Types
    • Warranty Claim Statuses
  • About Warranty Claim Repair Lines
    • Warranty Claim Repair Line Statuses
  • About Validation Rules Processing and Exclusions
    • Rules
    • 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
  • Supplier Recovery Claim Status
• 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