Activating Workflows for Siebel Dealer
Some features specific to Siebel Dealer are also based on workflows, and you must activate these workflows before dealers can use these features. You can also modify these workflows, in order to customize the way that these features work to suit your business model. For more information about activating and customizing workflows, see Siebel Business Process Framework: Workflow Guide.
The setup chapter of Siebel Partner Relationship Management Administration Guide describes some workflows you must activate to run certain features of Siebel Partner Relationship Management.
To allow dealers to use the following features, you must activate the workflows listed for each one:
For generating follow-up communications, activate the following workflows. eAuto Communication Rule - Follow-Up
eAuto Communication Rule - Lease Expiry
eAuto Communication Rule - No Activity
eAuto Communication Rule - Sales Anniversary
eAuto Communication Rule - Sub (Link Contact-Action)
eAuto Communication Rule - Sub (Link Employee-Action)
For more information about how dealers use this feature, see Generating Follow-Up Communications (Dealer).
For list management for marketing campaigns, activate the following workflows.
SLM Create Activity From List
SLM Edit Call List Workflow
SLM List Operation - Generic
SLM Update Parent
eAuto List Operation - Intersection
eAuto List Operation - Subtraction
eAuto List Operation - Union
For more information about how dealers use this feature, see Managing Marketing Campaigns (Dealer)
For campaign administration for marketing campaigns, activate the following workflows.
eAuto Add Contact to List
eAuto Add List To Campaign
eAuto Add Opportunity to List
eAuto Add To Campaign (Contact)
eAuto Add To Campaign (Opportunity)
eAuto Add To Campaign
eAuto Add To List
eAuto Campaign Create Letter
eAuto Go to Service Request
eAuto Query - Go to Query Result
eAuto Query - New Search - Sales Rep
For more information about how dealers use this feature, see Managing Marketing Campaigns (Dealer)
For business rules, activate the following workflows.
eAuto Business Rule - Contact - Create Activity
eAuto Business Rule - Contact - Send Email
eAuto Business Rule - Contact - Send Letter
eAuto Business Rule - Opportunity - Create Activity
eAuto Business Rule - Opportunity - Send Email
eAuto Business Rule - Opportunity - Update Expiration Status
eAuto Business Rule - Sales History - Send Email
eAuto Business Rule - Service History - Send Email
eAuto Business Rule - Vehicle - Create Activity
eAuto Business Rule - Vehicle - Send Email
eAuto Business Rule Create Correspondence Request
eAuto Business Rule Execution Workflow
eAuto Business Rule Get eMail Template Name
For more information about how dealers use this feature, see Managing Business Rules for Dealers