Entering Opportunities (Dealer)

In Siebel Dealer, the Opportunity record includes added fields that allow the dealer to enter information that is specific to the automotive industry.

The fields covered here are available in addition to the fields in the Opportunity records of other Siebel Business Applications. For more information about working with opportunities, see Siebel Applications Administration Guide.

To enter an opportunity

1. Navigate to the Opportunities screen.

2. Add a new record to the Opportunity list, and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Target Purchase Horizon	Select the time frame when the customer plans to buy the vehicle. The options are 0 to 3 months, 3 to 6 months, 6 to 9 months, and more than 9 months.
   Monthly Budget	Enter the amount that the customer is willing to spend each month on vehicle payments.
   Qualification Level	Select a number from one to six to represent the quality of an opportunity.
   Purchase horizon start	Enter the date when the purchase horizon starts. For example, if you selected 0 to 3 months as the purchase horizon, enter today’s date, and if you selected 3 to 6 months as the purchase horizon, enter the date three months from today.
   Purchase Horizon End	Enter the date when the purchase horizon ends.
   Lead Partner	Select the lead partner on the opportunity.