1. Automotive Guide
  2. Accounts Process Workflow

Accounts Process Workflow

The following image illustrates the end-user workflow for working with accounts, and it includes the following steps:

  1. Add an Account. For information on creating accounts, see Account Setup Using Siebel Automotive

  2. Directly Associate a Vehicle with an Account. For information on associating a vehicle with an account, see Associating a Vehicle with an Account.

    • Use Account-Related Opportunities

    • Use Account-Related Activities

  3. Associate a Vehicle with an Account by Relationship. For information on associating a vehicle with an account by relationship, see Associating a Vehicle with an Account by Relationship.

    • Use Account-Related Activities

    • Change a Primary Team Member

You go to Siebel Automotive Accounts screen to carry out each of these tasks.


Accounts Workflow: This image is described in the surrounding text.

Related Book

Siebel Security Guide