Scheduling Turn-In Appointments

During this telephone call, the remarketing agent also makes an appointment for the customer to turn in the vehicle. Usually, the vehicle is turned in at the same dealer where it was leased.

You share information with dealers using the Siebel Dealer Portal.

To schedule the Turn-in Appointment

  1. Navigate to the Financial Accounts screen.

  2. Drill down on the Account number for the vehicle.

  3. Click the Asset Turn In view tab.

  4. Create a new Asset Turn In record and complete the necessary fields, described in the following table:

    Field Description

    Turn-In Date

    Select the date and time of the appointment.

    Asset ID/VIN

    Select the identification number for the vehicle.

    Turn-In Mileage

    Enter the mileage at the time of turn in.

    Partner/Dealer

    Select the dealer where the vehicle will be turned in.

    Status

    Select Scheduled.

    Possible values are Scheduled, Confirmed, and Actual.