Autofuns

SIEBEL eBUSINESS APPLICATIONS
SIEBEL eAUTOMOTIVE GUIDE

SIEBEL 2000
VERSION 6.0
30PA1-AU00-06010
JUNE 2000
Siebel Systems, Inc., 1855 South Grant St., San Mateo, CA 94402
Copyright © 2000 Siebel Systems, Inc.
All rights reserved. Published 2000
Printed in the United States of America
No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including
but not limited to photocopy, photographic, magnetic or other record, without the prior agreement and written
permission of Siebel Systems, Inc.
The full text search capabilities of Siebel eBusiness Applications include technology used under license from
Fulcrum Technologies, Inc. and are the copyright of Fulcrum Technologies, Inc. and/or its licensors.
Siebel, the Siebel logo, TrickleSync, TSQ, Universal Agent, and other Siebel product names referenced herein
are trademarks of Siebel Systems, Inc., and may be registered in certain jurisdictions.
Windows® is a registered trademark of Microsoft Corporation.
All other product names, marks, logos, and symbols may be trademarks or registered trademarks of their
respective owners.
U.S. GOVERNMENT RESTRICTED RIGHTS. Programs, Ancillary Programs and Documentation, delivered
subject to the Department of Defense Federal Acquisition Regulation Supplement, are “commercial computer
software” as set forth in DFARS 227.7202, Commercial Computer Software and Commercial Computer Software
Documentation, and as such, any use, duplication and disclosure of the Programs, Ancillary Programs and
Documentation shall be subject to the restrictions contained in the applicable Siebel license agreement. All
other use, duplication and disclosure of the Programs, Ancillary Programs and Documentation by the U.S.
Government shall be subject to the applicable Siebel license agreement and the restrictions contained in
subsection (c) of FAR 52.227-19, Commercial Computer Software - Restricted Rights (June 1987), or
FAR 52.227-14, Rights in Data—General, including Alternate III (June 1987), as applicable. Contractor/licensor is
Siebel Systems, Inc., 1855 South Grant Street, San Mateo, CA 94402.
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Siebel Systems, Inc. considers information included in this documentation and
in Siebel Online Help to be Confidential Information. Your access to and use of
this Confidential Information are subject to the terms and conditions of: (1) the
applicable Siebel Systems software license agreement, which has been executed
and with which you agree to comply; and (2) the proprietary and restricted
rights notices included in this documentation.
Siebel eAutomotive Guide
Contents
Introduction
Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Optional Modules supported by eAutomotive . . . . . . . . . . . . . . . . . Intro-5
Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-6
Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-7
Siebel Welcomes Your Comments . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-8
Chapter 1. Overview
About Siebel eAutomotive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
What’s in This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Siebel eAutomotive Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Siebel eAutomotive Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
System Requirements and Supported Platforms . . . . . . . . . . . . . . . . . . . 1-6
Siebel eAutomotive Screens and Views . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Chapter 2. Fundamentals of Siebel eAutomotive

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Microsoft Windows Look and Feel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Siebel Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Siebel Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Getting Started with Your Siebel Application . . . . . . . . . . . . . . . . . . . . . 2-5
Your User Account and Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Database Connection Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Exploring Your Siebel Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
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Customizing the Siebel Application Interface . . . . . . . . . . . . . . . . . . . . 2-8

Navigating Views and Applets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
Applet Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-10
Typical View Formats. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
Master-Detail View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
Toggle Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
Menu Command Equivalents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
Data Entry Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18
History Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-21
Working with Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23
Creating Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23
Merging Duplicate Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24
Changing Fields in Multiple Records Simultaneously . . . . . . . . . . . . . . . . 2-25
Performing Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Predefined Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Query by Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Using Query Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27
Using the Find Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28
Exporting Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-29
Generating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30
Communicating with Other Users . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32
Chapter 3. Setting Your Options

About Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Basic Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Confirming Deletions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Setting a Start-Up Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Choosing a Default Predefined Query for a View . . . . . . . . . . . . . . . . . . . . 3-5
Setting Default Correspondence Options . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
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Advanced Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

Choosing a Sales Methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Choosing Siebel Remote Default Settings . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Chapter 4. Basic Administrative Tasks

Administrative Tasks Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Logging On as a Siebel Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Setting Up System Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Setting Up a List of Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Defining Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
Defining Your Organization and Positions . . . . . . . . . . . . . . . . . . . . . . 4-12
Defining Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Setting Up an Employee View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Associating Responsibilities with a User . . . . . . . . . . . . . . . . . . . . . . . 4-20
Verifying an Employee’s Responsibility . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Running Assignment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
Chapter 5. Accounts
Accounts Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Accounts Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Accounts Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Business Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Vehicle Owned Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Vehicle Related Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Accounts Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Associating a Vehicle Directly with an Account . . . . . . . . . . . . . . . . . . . . 5-9
Associating a Vehicle with an Account by Relationship . . . . . . . . . . . . . . .5-10
Defining Account Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
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Chapter 6. Contacts
Contacts Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Contacts Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
The My Personal Contacts View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Contacts Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7
Business-to-Consumer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
Business-to-Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
Contact Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Adding Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Creating Categories for Contact Information . . . . . . . . . . . . . . . . . . . . . . 6-13
Setting Up Contact-Related Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14
Associating an Opportunity with a Contact . . . . . . . . . . . . . . . . . . . . . . 6-16
Creating Notes for a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17
Associating Attachments with a Contact . . . . . . . . . . . . . . . . . . . . . . . . 6-18
Associating Agreements with a Contact . . . . . . . . . . . . . ............ 6-19
Describing Relationships Between Contacts. . . . . . . . . . . ............ 6-20
Associating Entitlements with a Contact . . . . . . . . . . . . . ............ 6-21
Creating and Modifying Service Requests for a Contact . . ............ 6-22
Creating Profiles for Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23
Associating a Household with a Contact . . . . . . . . . . . . . . . . . . . . . . . . 6-23
Adding Contacts to Households . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24
Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25
Contact Administration Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26
Marketing Administration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-27
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Chapter 7. Dealers
Dealers Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Dealers Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Dealers Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
Business Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Dealer Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Adding, Modifying, and Deleting Dealers in the My Dealers View . . . . . . . 7-8
Establishing Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Defining Dealer Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-10
Setting Up Dealer Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11
Tracking Dealer Sales and Service Information . . . . . . . . . . . . . . . . . . . . .7-12
Relating a Vehicle to a Dealer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14
Associating a Vehicle with a Dealer . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-15
Viewing All Vehicles That Belong to the Same Organization. . . . . . . . . . . 7-16
Dealer Administration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-16
Chapter 8. Opportunities
Opportunities Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Opportunities Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Opportunities Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
Tasks for Using Opportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
Adding, Modifying, and Deleting Opportunities . . . . . . . . . . . . . . . . . . . .8-10
Associating Contacts with an Opportunity . . . . . . . . . . . . . . . . . . . . . . . . 8-11
Associating Accounts with an Opportunity . . . . . . . . . . . . . . . . . . . . . . . .8-12
Associating Products with an Opportunity . . . . . . . . . . . . . . . . . . . . . . . .8-13
Associating Quotes with an Opportunity . . . . . . . . . . . . . . . . . . . . . . . . .8-14
Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-15
Opportunities Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-15
Opportunities Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17
Changing Sales Team Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-18
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Chapter 9. Vehicles
Vehicles Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Vehicles Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
Vehicles Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5
Vehicles Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7
Adding Vehicles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7
Associating an Account with a Vehicle . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9
Associating a Contact with a Vehicle . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-10
Associating an Image with a Vehicle . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11
Associating Options with a Vehicle . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12
Vehicle Administration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13
Changing the Status of a Vehicle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-14
Chapter 10. Products

Products Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Products Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3
Products Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6
Tasks for Using Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7
Viewing Pricing Information About a Product . . . . . . . . . . . . . . . . . . . . .10-7
Comparing Product Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-8
Product Administration Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10
Product Marketing Administration Tasks . . . . . . . . . . . . . . . . . . . . . 10-12
Managing Product Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12
Managing Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14
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Chapter 11. Households

Households Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2
Households Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3
Households Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-5
Business Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6
Household Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Adding and Managing Household Information . . . . . . . . . . . . . . . . . . . . . 11-7
Associating Households with Service Requests and Opportunities . . . . . . 11-10
Associating Households with Other Objects . . . . . . . . . . . . . . . . . . . . . . 11-11
Chapter 12. Quotes

Quotes Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
Quotes Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3
Quotes Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4
Quote Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6
Creating Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7
Copying or Revising a Quote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-10
Using Quote Line Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-13
Allocating Vehicles to a Quote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-20
Calculating Volume Discounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-21
Associating Products with Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-22
Using Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-22
Billing and Shipping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-24
Using Terms and Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-25
Maintaining/Updating Quotes Information . . . . . . . . . . . . . . . . . . . . . . 12-27
Using AutoQuote on the Opportunity Quotes View . . . . . . . . . . . . . . . . .12-28
Viewing Quotes Associated with Accounts . . . . . . . . . . . . . . . . . . . . . . .12-29
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Chapter 13. eAutomotive Tools

Dealer Locator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2
Locating a Dealer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3
Financial Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4
Calculating Loans and Leases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-5
Glossary
Index
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Introduction
Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Optional Modules supported by eAutomotive . . . . . . . . . . . . . . . . . Intro-5
Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-6
Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-7
Siebel Welcomes Your Comments . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-8
Version 6.0 Siebel e Automotive Guide I n tr o - 1

Introduction
Who Should Use This Guide
Who Should Use This Guide Intro
This guide is part of a comprehensive documentation set for Siebel eAutomotive.

The documentation set includes some manuals that are specific to Siebel
eAutomotive (including this one) as well as manuals that pertain to all Siebel
Applications.
NOTE: It is strongly recommended that you read the Siebel eAutomotive Release
Notes, Siebel eAutomotive System Requirements and Supported Platforms, and the
Siebel Release Notes before proceeding with any of the tasks described in the rest of
the documentation.
The audience for this guide includes administrators and managers who are
responsible for installing, configuring, implementing, maintaining, or otherwise
affecting end users’ experience of Siebel eAutomotive. Although job titles and duties
at your site may vary from those listed here, the general audience for this guide
consists of administrators, managers, and users in the following categories:
Installers Persons responsible for setting up Siebel eAutomotive for

initial use and for installing any hardware or middleware
required for Call Center functionality. An installer is typically
a system administrator, database administrator, or someone
from the Information Services department.
This guide assumes that you have successfully installed

Siebel eAutomotive. If you plan to use Siebel Remote, you
must complete the additional tasks for its implementation.
For information on Siebel Remote, see the Siebel System
Administration Guide.
Configurators and Persons responsible for planning, implementing, and
Application Developers configuring Siebel applications. A configurator is typically a
consultant or someone from the Information Systems
department.
Database Administrators Persons who administer the database system, including data
loading; system monitoring, backup, and recovery; space
allocation and sizing; and user account management.
In t ro - 2 Siebel e Automotive Guide Version 6.0

Introduction
Who Should Use This Guide
Marketing Persons responsible for setting up and maintaining a

Administrators marketing department; duties include designing and
managing campaigns, product marketing information, and
product distribution lists.
Call Center Persons responsible for setting up and maintaining a call
Administrators center; duties include designing and managing computer
telephony integration (CTI), SmartScript, and message
broadcasts.
Siebel Application Persons responsible for planning, setting up, and maintaining
Administrators Siebel applications.
Field/Sales End users of the Siebel application.
Representatives
Mobile Representatives End users of the Siebel application who are not on the
network.
Marketing Persons responsible for setting up and maintaining a
Administrators marketing department; duties include designing and
managing campaigns, product marketing information, and
product distribution lists.
Customer Service Persons responsible for placing outbound calls, answering
Representatives inbound calls, or both—such as for sales or support
purposes.
In this guide, and in all Siebel eAutomotive documentation, the term Siebel
administrator is used to refer to all of these roles.
Documentation Specific to Siebel eAutomotive

The following documentation is specific to Siebel eAutomotive:
■ Siebel eAutomotive Guide (this guide)
■ Siebel eAutomotive eDealer .COM Applications Guide
■ Siebel eAutomotive Interface Tables Reference
■ Siebel eAutomotive Data Model Reference

(requires a non-disclosure agreement)
■ Siebel eAutomotive System Requirements and Supported Platforms

Introduction
How This Guide Is Organized
■ Siebel eAutomotive Release Notes
■ Siebel Release Notes
■ Siebel Online Help
Documentation for All Siebel eBusiness Applications

The broader set of documentation for Siebel eBusiness Applications is provided on
the Siebel Bookshelf CD-ROM, included with Siebel eAutomotive. Printed copies of
the documents on the Siebel Bookshelf, as well as copies of the Siebel Bookshelf CD-
ROM itself, can be ordered using Siebel Books Online, which is accessible using the
Worldwide Services tab on the Siebel Systems Web site (www.siebel.com).
How This Guide Is Organized Intro
With the exception of the first four chapters in this book, which introduce the
product and how to set it up and administer it, each chapter in this guide addresses
a particular task. Although job duties at your site may not be divided along the same
lines as the chapters in this guide, each chapter is directed at an administrator or
manager who would typically perform an associated set of tasks.
In many chapters, the administrative tasks described are performed from views that
are grouped together in a common Siebel eAutomotive administration screen.

Introduction
Optional Modules supported by eAutomotive
Optional Modules supported by eAutomotive Intro
Table 1 lists the optional modules for Siebel eBusiness Applications that are
supported with Siebel eAutomotive version 6.0.
Table 1. Siebel eBusiness Applications Modules Supported for Siebel eAutomotive
Feature Where to Find Information
Siebel eBusiness Applications Siebel eSales Guide, Siebel eService Guide
Siebel Thin Client Siebel HTML Thin Client Guide
Siebel Email Agent Siebel eMail Response Guide
Siebel Order Entry Siebel Field Service Guide
Siebel Revenue Forecasting Siebel Applications Administration Guide
Siebel Product Configurator Siebel Product Configurator Guide
Siebel Quotes Siebel Applications Administration Guide
Siebel Contracts Siebel Applications Administration Guide
Siebel Product Forecasting Siebel Applications Administration Guide

Introduction
Additional Documentation
Additional Documentation Intro
The following documentation also provides information on the topics addressed in

this guide.
Siebel Applications Administration Guide

Siebel Assignment Manager Administration Guide
Siebel Field Service Guide
Siebel Release Notes
Administrators and developers, such as marketing administrators, call center

administrators, and application developers, should also read the Siebel Applications
Administration Guide for information on how to set up and maintain Siebel
applications features.
You will find information about Siebel Technical and Professional Services in the
Guide to Siebel Global Services.
For copies of these documents, please use Siebel Books Online, accessible via the
Worldwide Services tab on the Siebel Systems Web site (www.siebel.com). Through
Siebel Books Online, you can order additional Siebel documentation and copies of
the Bookshelf for Siebel eBusiness Applications CD-ROM.
Another source of information is the Siebel Online Help.

Introduction
Contacting Siebel Technical Support
Contacting Siebel Technical Support Intro
Do you know how to access Siebel Technical Support? It is crucial that you
understand the requirements for getting support. This will ensure the best
experience possible. If you have questions, please don’t hesitate to contact us.
To ensure that you maximize your knowledge of Siebel products and your return on
investment:
■ You must attend Siebel training to become a “designated contact.”
■ Your trained designated contacts provide technical support to your users. Siebel
Technical Support provides support to your “designated contacts” only.
To provide efficient and timely support, and to empower you in the process:
■ Siebel Technical Support is primarily Web-based, accessed via Siebel

SupportWeb (http://supportweb.siebel.com). Please submit new service
requests to us through SupportWeb, where you can also search the knowledge
base for solutions.
■ Designated contacts receive read/write access to SupportWeb. All other project

team members at your company receive a read-only account to ensure they can
reap the benefits of the support knowledge base.
To register for Siebel training, please access http://www.siebel.com/education/ and

choose Siebel Customer Technical Education. Questions on the above can be
directed to Siebel Technical Support at:
eBusiness Customers: support@siebel.com

MidMarket Customers: swasupport@siebel.com or:
Americas: eBusiness: 800.214.0400 or 650.295.5724 MidMarket: 800.354.1571

London: +44.1784.494.949 Tokyo: +81.3.5469.3811(main number)
Munich: +49.89.95718.400 Singapore: +65.320.8533 (main number)
Please submit technical issues and updates to Siebel SupportWeb

(http://supportweb.siebel.com). If you do not have a SupportWeb account, please
email us at the relevant email address above. Thank you and we hope you enjoy
working with Siebel Technical Support!

Introduction
Siebel Welcomes Your Comments
Siebel Welcomes Your Comments Intro
To help us with future versions, we want to know about any corrections or

clarifications that you would find useful. Please include in your message:
■ The title and version of this guide
■ Your name, company name, job title or functional area, phone number, and
email address
Write to us via regular mail or email at:
Siebel Systems, Inc.

Technical Publications Department
1855 South Grant Street
San Mateo, CA 94402-2667
doc@siebel.com
We appreciate your feedback.

Overview 1
About Siebel eAutomotive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
What’s in This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Siebel eAutomotive Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Siebel eAutomotive Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
System Requirements and Supported Platforms . . . . . . . . . . . . . . . . . . . 1-6
Siebel eAutomotive Screens and Views . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Version 6.0 Siebel e Automotive Guide 1-1

Overview
About Siebel eAutomotive
About Siebel eAutomotive 1
Siebel eAutomotive is a powerful front-office automation application specifically

designed for the automotive industry. Using Siebel eAutomotive, manufacturers,
importers, distributors, and dealers can respond to the needs of retail and fleet
customers via telephone, in person, or over the Web. They can proactively offer
customers financing, leasing, and insurance options as customers configure vehicle
orders online, at the dealership, or with a fleet sales representative.
Siebel eAutomotive also allows all participants in the factory-to-dealer-to-consumer

value chain to collaboratively share information, working together to deliver
vehicles to customers and cooperatively gain a better understanding of customers
and their needs.
1-2 Siebel e Automotive Guide Version 6.0

Overview
What’s in This Guide
What’s in This Guide 1
This guide discusses Siebel eAutomotive conceptual architecture, product

requirements, screens, and views. This includes the typical workflow associated
with users and administrators, as well as setting up system preferences, defining
roles and responsibilities, and other related tasks.
Siebel eAutomotive Interface 1
The Siebel eAutomotive interface provides various task-specific screens and views,
some for end-user functions and some for administrative functions. An example of
an end-user screen is shown in Figure 1-1.
Figure 1-1. Siebel eAutomotive Screen Example

Overview
Siebel eAutomotive provides the following functionality:
■ Data Modeling. Representation of the entities and relationships involved in a

selling model that includes a franchised distribution channel and complex
product ownership and service linkages. The basic data model allows all Call
Center, Marketing, Sales, and Service capability within Siebel eAutomotive. The
vehicles industry does not fall neatly into business-to-business or business-to-
consumer selling. Siebel eAutomotive explicitly supports the pure form of both
models, along with a business-to-everyone model that supports many hybrid
models where a consumer’s work affiliation can influence the buying process.
■ Multi-Channel Communication. Provides anonymous and known contacts, channel

partners, and employees with the opportunity to interact with the enterprise in
the form of their choosing, whether in person, on the phone, or electronically.
■ Dealer and Service Center Location. A parameter-driven search allowing

identification of the appropriate dealer in response to a service call or sales
opportunity.
■ Legacy Systems Integration. Provides appropriate connections to legacy

application databases required to support marketing, sales, and service activities
with new or existing Dealer Business Systems.
■ Lead Sharing and Tracking. Captures sales opportunities that originate from any
form of customer contact, associates them with any demographic information
already available, and adds to the demographics based on the contact. Routes
the opportunity to the appropriate party within the sales channel to ensure
follow-up.
■ Retail Sales Process Automation. Supports the sales team in a vehicle retail sales
process from prospecting through opportunity origination and follow-up to sale
closure and follow-up service.
■ Customer Loyalty and Service Marketing. Maintains ongoing contact with the retail
customer to ensure satisfaction, drive service revenues, and understand needs
for subsequent vehicle purchases.

Overview
Siebel eAutomotive Architecture 1
Siebel eAutomotive, like all Siebel eBusiness Applications, uses Siebel Object
Architecture, illustrated in Figure 1-2. Siebel eAutomotive leverages the
functionality of Siebel eBusiness Applications into an application configured for the
automotive industry.
User Interface Objects Layer
User interface
object definitions
Business Objects Layer

Siebel
Business object eBusiness
definitions Applications
Data Objects Layer

Data object
definitions
Third-Party
DBMS Database
Vendor
Figure 1-2. Architectural Layers

Overview
System Requirements and Supported Platforms
System Requirements and Supported Platforms 1
For specific information on system requirements, refer to the latest editions of Siebel
Release Notes and Siebel eAutomotive New Features and Supported Platforms.
Siebel eAutomotive Screens and Views 1
The exact configuration of Siebel eAutomotive screens and views depends on your
company’s configuration of the application. For introductory information on the
Siebel eAutomotive interface, besides reading this book, see Siebel Basics and the
Online Help.

Overview
Siebel eAutomotive Screens and Views
Figure 1-3 shows an example of a Siebel eAutomotive screen and points out its main
elements. This illustration shows a list-form view, but view formats (the
combination of applet types) vary from view to view.
View bar Tab bar Toolbar

(shortcuts to screens)
Menu bar List applet Form applet
Figure 1-3. Siebel eAutomotive Screen Layout

Overview
Most administrative tasks are performed from administration views that must be
accessed from the Screens menu. These views cannot be accessed from shortcuts
on the tab bar.
NOTE: To display views that may not be visible in the view list, use the arrows at the
bottom of the list to move up and down the view listing. Some views have arrows
next to them and clicking one of these arrows will display a submenu of available
views.
Figure 1-4 shows the list of screens available to administrators from the Screens
menu. As an example, it also shows the list of views that can be accessed from the
Marketing Administration submenu.
Figure 1-4. Screens Menu and the Marketing Administration Submenu

Overview
To display views that may not be visible in the view list, use the arrows at the
bottom of the list to move up and down the view listing. Some views have arrows
next to them and clicking one of these arrows will display a submenu of available
views.

Overview

Fundamentals of Siebel eAutomotive 2
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Microsoft Windows Look and Feel . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Siebel Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Siebel Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Getting Started with Your Siebel Application . . . . . . . . . . . . . . . . . . . . . 2-5

Your User Account and Responsibilities . . . . . . . . . . . . . . . . . . . . . . 2-6
Database Connection Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Exploring Your Siebel Application . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Customizing the Siebel Application Interface . . . . . . . . . . . . . . . . . . . . 2-8
Navigating Views and Applets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10

Applet Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
Typical View Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
Master-Detail View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
Toggle Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
Menu Command Equivalents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
Data Entry Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18
History Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21
Working with Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23

Creating Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23
Merging Duplicate Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24
Changing Fields in Multiple Records Simultaneously . . . . . . . . . . . . . . . .2-25
Performing Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26

Predefined Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Query by Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Using Query Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27
Using the Find Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-28

Fundamentals of Siebel eAutomotive
Exporting Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-29
Generating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30
Communicating with Other Users . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32

Before You Begin
Before You Begin 2
If you are new to either Microsoft Windows or Siebel eBusiness Applications, you
may want to do some preparatory reading and exploring before you begin working
with your Siebel application.
Microsoft Windows Look and Feel 2
Siebel eBusiness Applications run on Microsoft Windows operating systems and

incorporate the look and feel of the Windows interface. If you are new to Microsoft
Windows, it is recommended that you spend some time getting familiar with
Windows before using your Siebel application.
Many standard Windows interface features are used throughout Siebel applications.
For example:
■ Scroll bars let you move vertically and horizontally.
■ Right-clicking displays shortcut menus of context-specific commands available.
■ Undo and Redo commands are available, as well as commands to show or hide
elements of the interface such as the toolbar and message bar.
■ In most lists, you can press and hold SHIFT while clicking to select multiple
adjacent items, or press and hold CTRL while clicking to select multiple
nonadjacent items.
■ Explorer views in Siebel applications display enterprise information in a

hierarchical, multi-pane format, similar to that of Microsoft Windows Explorer.
In general, you are encouraged to try any standard Windows interface features you
use in other applications. Chances are good that they are supported in your Siebel
application.

Before You Begin
Siebel Basics 2
If you are new to Siebel applications, it is recommended that you read Siebel Basics
before reading this guide. Siebel Basics introduces the fundamental terms, concepts,
and interface elements with which you should be familiar in order to use this guide
effectively. For example, Siebel Basics introduces topics such as:
■ Navigating screens, views, and applets
■ Moving from record to record
■ Searching for information with queries
■ Sorting records in list applets
■ Drilling down for details on certain fields
This chapter elaborates on some of the topics introduced in Siebel Basics.
Siebel Online Help 2
Online Help is a convenient source of information for both new and experienced
users of Siebel applications. To access Online Help from any screen in your Siebel
application, choose Help ➞ Contents (that is, choose Contents from the Help
menu). Alternatively, you can press F1.

Getting Started with Your Siebel Application
Getting Started with Your Siebel Application 2
When you launch your Siebel application, a dialog box (like the one shown in
Figure 2-1) appears, prompting you to enter your user name and password and to
select a database.
Figure 2-1. Logon Dialog Box
To use your Siebel application, you must log on with a registered user name and
password, and connect to the appropriate database:
■ Your user name, also referred to as your account, and your password should be
obtained from your manager or system administrator. More information is
provided in the following section, “Your User Account and Responsibilities” on
page 2-6.
■ The database you should connect to is determined by your position and the task
you are performing. More information is provided in “Database Connection
Options” on page 2-6.
NOTE: You can familiarize yourself with your Siebel application without risk of
affecting real data by launching the Demo version of the application. The Demo
application automatically logs you on and connects you to the Sample database,
described in “Exploring Your Siebel Application” on page 2-7. (Whether you have
access to the Sample database is determined by your company.)

Your User Account and Responsibilities 2
The system administrator establishes your user account based on your position and
job responsibilities. Your user account provides access to only those views and data
you need to perform your job duties. Co-workers with different job responsibilities
may have access to views and data that you do not have, and vice versa.
By defining responsibilities in the Siebel application (in the Application

Administration screen), the system administrator controls access to system
functions, and configures the interface to suit each user’s needs.
Database Connection Options 2
The database connection options you see depend on the available data sources and
how the Siebel application environment is configured for your enterprise. The
options you may see are:
■ Server. The central, complete database maintained by your enterprise. This

option is available only to dedicated users; that is, users whose computers are
connected (including via modem) to the organization’s network.
■ Local. A subset of the server database, typically stored on a laptop computer and
used by mobile users when not connected to the server. A local database must
be synchronized periodically with the server database.
■ DataMart. A custom-built database that supports Siebel Marketing.
■ Sample. A database of sample data, stored on the client workstation, that allows
you to experiment with a Siebel application without risk of damaging actual
enterprise data (see the following section).

Exploring Your Siebel Application 2
For the purposes of training and demonstration, the Sample database is included
with your Siebel application. (Whether you have access to the Sample database is
determined by your company.) The Sample database gives you the ability to log on
using different user accounts and thereby see other views and data that can be
accessed by users with different responsibilities. To experiment with and explore
your Siebel application, you can log on using one of these user accounts and
connect to the Sample database. For the accounts (user names) and passwords you
can use to establish a connection to the Sample database, check with your system
administrator.
NOTE: Launching the Demo version of a Siebel application automatically logs you
on to a user account and connects you to the Sample database; you are not
prompted for any logon information.
Connecting as a Different User

You can log on using a different user account without exiting and relaunching the
application by choosing File ➞ Connect (that is, choose Connect from the File
menu). This command is available in all Siebel applications and their Demo
versions. After you choose the Connect command, you are prompted to enter a user
name and password and to select a database, just as when you first launched the
application.
Getting Application and Technical Support Information

You can get information about the Siebel application and its technical support
contacts by choosing Help ➞ Technical Support (that is, choose Technical Support
from the Help menu). Choosing this command displays a Technical Support
Information dialog box that provides information such as:
■ Technical support contact information
■ Application version
■ Schema version
■ User name (account)

Customizing the Siebel Application Interface
■ Connect string
■ Table owner
■ Repository file
Customizing the Siebel Application Interface 2
The View menu, shown in Figure 2-2, provides various commands that you can use
to customize your Siebel application interface.
Figure 2-2. View Menu
The first four View menu commands can be set to off (no check mark) or on (check
mark) to hide or show the main toolbar, history bar, message bar, or status bar.
These settings are session-specific; they return to their default settings (all turned
on) when you relaunch the application.
The following two commands apply to list applets and are available only when a
list applet is selected:
■ Columns Displayed. Allows you to specify which columns are displayed in the list
applet. Your settings are saved between sessions; if you exit and relaunch the
application, your settings are still active.
■ Sort Order. Allows you to specify up to three columns on which to sort the
records in the list applet, and whether to sort each column in ascending or
descending order. The sort order you specify is used only as long as the current
view is active. If you leave the view and then return to it, the sort order reverts
to its default setting.

Customizing the Siebel Application Interface
The following two commands allow you to specify other application settings:
■ Customize. Allows you to configure toolbar settings. You can hide or show the
main toolbar and history bar (equivalent to using the Main Tool Bar and History
Bar commands), add or remove command icons from the toolbar, choose
between standard and large icons, and so on. Your settings are saved between
sessions; if you exit and relaunch the application, your settings are still active.
NOTE: Check with your system administrator before specifying any custom
settings that are saved from session to session (such as those made with the
Customize command). The administrator may have intentionally configured the
interface according to workflow or site specifications.
■ Options. Allows you to specify settings for a variety of application options. See
Chapter 3, “Setting Your Options,” for information.

Navigating Views and Applets
Navigating Views and Applets 2
Siebel applications consist of various views, each of which contains one or more
applets. Typically a view contains at least two applets; it may contain as many as
eight. There are various types of applets, each of which is designed for a particular
use.
Applet Types 2
The applets in a view can be of the following types:
■ List. Rows of records with column headers, presented in a list that you can scroll
through. See Figure 2-3 on page 2-11 and Figure 2-4 on page 2-13.
■ Form. A single record presented as a form with labels indicating the field names.
See Figure 2-3 on page 2-11 and Figure 2-4 on page 2-13.
■ Tree (Explorer). A hierarchical outline of records showing the relationships

between associated records. For more information, see “Explorer View” on
page 2-15.
■ Chart. A graphical presentation of the applet’s main data compared to other data.
Multiple chart formats can be selected from a picklist. For more information, see
“Chart View” on page 2-16.
■ eBriefing. A Web browser window.
These applet types are combined and arranged into different view formats, which
are also designed for particular purposes. Some typical view formats are described
in the following section.

Typical View Formats 2
While there is a great deal of variety in view formats, the ones described in this
section are used widely in Siebel applications.
List-Form View
A list-form view displays rows of records in a list applet at the top of the view and
details of a single record in a form applet at the bottom of the view. Both applets
display the same type of data records; for example, both the applets shown in
Figure 2-3 display account records. The form applet displays the record currently
selected in the list applet.
Previous Next
record record List applet Form applet
Figure 2-3. List-Form View

You can move from record to record in either applet by clicking the Previous Record
and Next Record arrows on the toolbar (or by using the equivalent keyboard or
menu bar commands). When you move from record to record by any of these
methods, the focus moves to the next record in both the list applet and the form
applet at the same time, regardless of which applet is currently selected.
You can enter data for a record in either applet; the form applet allows you to see
more of a record’s fields without scrolling, but may not show all fields.

Master-Detail View 2
A master-detail view displays a form applet at the top of the view and a list applet
at the bottom. The form applet displays a master record of a particular type, and the
list applet displays all records of a particular type associated with the master record.
Previous Next
record record Form applet (master) List applet (details)
Figure 2-4. Master-Detail View

Typically the form applet and list applet display different types of data records; for
example, in Figure 2-4 on page 2-13, the form applet displays a (master)
opportunity record and the list applet displays the (detail) contact records
associated with that account record.
NOTE: The record displayed in the form applet is one in a set of similar records;
consequently, you can move forward and backward through that set of records by
selecting the form applet and clicking the Previous Record and Next Record arrows
on the toolbar (or using the equivalent keyboard or menu bar commands). For
example, the contact record shown in Figure 2-4 on page 2-13 is one in a set of
contact records that could be displayed in a list applet in the My Contacts view (or
the My Team’s Contacts view or the All Contacts view).

Explorer View
Many screens provide an Explorer view that lets you display information in a
hierarchical format, similar to that of the Windows Explorer. This view comprises a
tree applet on the left and a list applet on the right, as shown in Figure 2-5.
Tree applet List applet
Figure 2-5. Explorer View
Any item in the tree applet that is preceded by a plus sign (+) may contain, or have
associations to, other folders or items. Click the plus sign to expand the item and
reveal its contents or associated records. The list applet always reflects the contents
of the item currently selected in the tree applet.

Chart View
Chart views display a chart applet and at least one other applet. A chart applet
shows some aspect of the view’s data plotted against another data set and presented
in graphical form.
Chart applets typically include a toggle button that you can click to see an
alternative applet in the same location, as described in the next section. Most chart
applets include a picklist of chart types from which you can select the type of chart
you want to see.
Chart applet Picklist of chart types
Figure 2-6. Chart View
Other types of picklists, including Show and By picklists, are also available in some
chart applets.

Toggle Button 2
In some applets, a toggle button is available, as shown in Figure 2-7, indicating that
at least one other applet type can be displayed in this applet’s location. You can click
the toggle button to see the other available applet type (or types).
Toggle button
Figure 2-7. Toggle Button
When a toggle button is available on a list applet, it typically toggles to a form

applet, and vice-versa. When a toggle button is available on a chart applet, there
are often several alternative applets. The alternatives may include a list applet and
other types of chart applets. Click the toggle button repeatedly to cycle through all
the available applet types.
Menu Command Equivalents 2
Many of the record-manipulation commands in the Edit, Go, and Query menus can
be performed in other ways, such as by using keyboard shortcuts, toolbar buttons,
shortcut menu commands, and command buttons in applets.
For example, to add a record in an applet, you can use any of the following
equivalent methods:
■ Choose Edit ➞ Add New Record.
■ Click the Add New Record button on the toolbar.
■ Right-click the applet and select New Record from the shortcut menu that
appears.
■ Click New in the form applet (in a list-form view).
As you work with the Siebel application interface, explore the various ways that
commands can be performed and use the methods you prefer.

Data Entry Interfaces 2
In list and form applets (and sometimes in chart applets), some fields display a
down arrow or ellipsis (…) button when the field is selected. Clicking the button
opens some type of data entry interface, such as a picklist, a text entry window, or
a calendar or clock pop-up. Some are similar to standard data entry interfaces used
in other Windows applications; some, such as pick applet dialog boxes and multi-
value group dialog boxes, are unique to Siebel applications. The most common
Siebel data entry interfaces are described in the following sections.
Pick Applets
Figure 2-8 shows a pick applet dialog box, which presents you with a list from
which you can select a single record.
Figure 2-8. Pick Applet Dialog Box
The records that appear in a pick applet dialog box are the valid choices for that
field. Typically you can perform a simple query in the pick applet dialog box to
locate the record you want. Some pick applets also provide alphabetic buttons that
let you limit the records displayed to those beginning with the letter you click.

Multi-Value Groups
Some fields contain multiple values; for example, an Account Team field contains
records for all organization members assigned to an account. A multi-value group
(MVG) dialog box is an applet that displays all the records that make up the value
of the selected field. An MVG dialog box also allows you to add or delete records,
as shown in Figure 2-9.
Figure 2-9. Multi-Value Group Dialog Box
If you click New in an MVG dialog box, another form of dialog box appears, from
which you can select multiple records to add to the MVG.
Picklist
Figure 2-10 shows a picklist, which presents you with a list of the valid values for a
field. You can select only a single entry from a picklist.
Figure 2-10. Picklist

Calculator
Figure 2-11 shows a calculator, which allows you to enter or calculate a number.
Figure 2-11. Calculator
Click the number and operator buttons to perform the calculation you want. Then
press ENTER to display the resulting number in the field.
Calendar
Figure 2-12 shows a calendar, which allows you to specify a date.
Figure 2-12. Calendar
Click the arrow buttons to show the desired month and year, and then click the
specific day on the calendar. Press ENTER to display the date in the field.
Some calendars also allow you to select a time with a digital clock display located
below the date display. After you specify a date, click the arrow buttons in the clock
area to display the hour, minute, and AM or PM. Then press ENTER.

Currency Amount Dialog Box

A currency amount dialog box allows you to specify a currency amount and a
currency type. It may also allow you to specify an exchange date.
In the example shown in Figure 2-13, you select a value for the first field from a
picklist, specify the value of the second field from a calendar, and use a calculator
to enter a value in the third field.
Figure 2-13. Example of a Currency Amount Dialog Box
History Bar 2
The tools on the history bar provide a record of the views you have used and the
drill-down threads you have followed. The history bar, shown in Figure 2-14 on
page 2-22, contains these tools:
■ History drop-down menu. Displays a list of all the views you have displayed,
enabling you to quickly navigate back to any of them.
■ Back and Forward buttons. Allow you to step backward or forward through the
views you have displayed (similar to a Web browser).

■ Thread buttons. Maintain a record of the drill-down paths you have taken, and let
you return to any of the views in that path by clicking a thread button.
History drop-down menu

Back and
Forward buttons Thread buttons
Figure 2-14. History Bar

Working with Records
Working with Records 2
The Edit menu provides various commands involving records, such as Add New
Record, Insert Record, and Undo Record. This section describes some of those
commands.
Creating Records 2
Adding new records and editing fields in records are common tasks that you are
likely to perform often. The following points may help you work more effectively:
■ If a significant amount of the data in the new record will be similar to that of an
existing record, it may be more efficient to copy the existing record (by choosing
Edit ➞ Copy Record) and then make modifications to the copy.
■ Any modifications you make to a record can be undone as long as you do not
leave the record. Once you select another record, your changes are saved. To
undo changes to all fields in the record, you can choose Edit ➞ Undo Record. To
undo changes to only the last field you modified, you can choose Edit ➞ Undo.
■ The values of some fields may be system-generated and system-maintained. For

example, defect numbers and creation dates are system-generated values. These
are read-only fields; you cannot modify them.
■ In many cases, choosing Edit ➞ Add New Record and choosing

Edit ➞ Insert Record produce identical results; that is, both commands create a
new, blank record. However, in some views, notably in list applets of master-
detail views, choosing Edit ➞ Add New Record may instead allow you to add an
existing record to the list of detail records; that is, to add a new association
between an existing record and the master record, rather than to create a new
record. In this case, a dialog box with an Add button is displayed, from which
you can select one or more records. The dialog box may also provide a New
button, which you can click to create a new, blank record (in which case the
effect is the same as if you had originally chosen the Insert Record command,
rather than the Add New Record command).

Merging Duplicate Records 2
If you discover that two or more records in a list applet represent the same
information or business entity, you can merge the duplicate records into one with
the Merge Records command. Data from the record you select as the surviving
record is preserved. Data from the other records is lost.
If there are other records associated with the records you merge, those records—
with the exception of duplicates—are associated with the surviving record; any
duplicate associated records are deleted.
NOTE: The Merge Records command is available only for certain types of records.
To merge records
1 In the list applet, select the two or more records you want to merge.
2 Select the surviving record by using the arrow keys to position the pointer next
to the appropriate record.
3 Choose Edit ➞ Merge Records.

A dialog box displays the name of the surviving record and asks if you want to
proceed with the merge.
NOTE: If the Merge Records command is unavailable, the feature is not supported
for the record types you have selected.
4 Click Yes.
The records are merged into a single record that bears the name and contains
the data from the record you designated as the surviving record.

Changing Fields in Multiple Records Simultaneously 2
If you discover that two or more records in a list applet need identical changes, you
can modify all the records at the same time with the Change Records command. For
example, suppose an account with multiple sites changes its company name. Since
the company has multiple sites, you should have one account record for each site.
Using the Change Records command, you could update the company name field for
all of these records simultaneously.
You can modify up to four fields at once with the Change Records command. Only
single-value fields can be modified.
To change records simultaneously

1 In the list applet, select two or more records you want to modify.
2 Choose Edit ➞ Change Records.
The Change Selected Records dialog box appears.
3 In any of the four Change areas, select the field to be modified from the Field
picklist and enter the new value in the Value field.
You can modify up to four fields at once. Only single-value fields appear in the
Field picklist.
4 Click OK.
The changes are reflected in the selected records.

Performing Queries
Performing Queries 2
Querying provides a way to locate one or more records that meet your specified
criteria. The subset of records found by a query can be viewed on screen, exported
to a file (discussed in “Exporting Information” on page 2-29), and used as input for
a report (discussed in “Generating Reports” on page 2-30).
Predefined Queries 2
In many views, predefined queries are provided in the Queries picklist on the
toolbar. Predefined queries are specific to the current view and are intended to
provide the most common queries for that view.
The alphabetic buttons provided across the bottom of some list applets also
represent predefined queries. Clicking one of these buttons executes a query for
records whose main sort fields begin with the letter on the button. Clicking the
asterisk button (located after the Z button) executes a query for all records.
Query by Example 2
You can define unique queries using query by example (QBE), meaning that you
specify search criteria for one or more fields. You can perform QBE using the
commands in the Query menu, or by using the Find command in the Edit menu.
Both of these methods are described in the following sections.
NOTE: If you find that you perform a particular query often, you can save it. This
adds the query to the list of predefined queries in the Queries picklist.
Standard search operators such as =, <, >, AND, and OR, can be used to define
your query criteria. In addition, you can use wildcard characters (such as * and ?)
and other special operators such as SOUNDSLIKE. For a complete list of query
operators, see the Online Help.

Performing Queries
Using Query Commands 2
The Query menu provides several commands for performing QBE, including the
following:
■ New Query. Used to define a new query. A record in the form of the current list
applet appears with all blank fields. You can enter criteria in one or more of the
fields to define the query. To execute the query, you must choose the Execute
Query command.
■ Refine Query. Used to modify the previously executed query. The criteria you
entered for the previous query are displayed in the record form. You can modify
or delete those criteria, or add additional criteria in other fields. To execute the
query again, you must choose the Execute Query command. You can refine the
query repeatedly, as many times as needed to locate the set of records you want.
■ Execute Query. Used to activate the current query, whether it is a new query or a
refined query. The query you define is not executed until you issue this
command. This command is not needed, however, to execute predefined queries
from the Queries picklist on the toolbar.
■ Save Query As. Used to save the current QBE criteria as a predefined query. You
are prompted to provide a name for the query. When the query has been saved,
it appears in the Queries picklist with the name you specified.
■ Delete Query. Used to delete saved queries that appear in the Queries picklist. You
can delete only those queries that you have saved. You cannot delete those
predefined queries that were included with the standard product or that were
created by the administrator.

Performing Queries
Using the Find Command 2
The Find command is another way to define and execute queries. Compared with
using the commands in the Query menu, it limits the number of fields for which
you can define search criteria, but offers the additional option of querying for
records in other views. For example, the Find command allows you to define a query
for account records from an Opportunities view (which is not possible when using
the New Query command).
When you choose Edit ➞ Find, a dialog box prompts you to select a record type and
to specify search criteria for certain fields. The name of the dialog box, and the
fields it allows for search criteria, are determined by the record type you select. The
dialog box shown in Figure 2-15 is titled Find Account and displays account-related
fields because Account is selected as the record type to find.
Figure 2-15. Find Service Request Dialog Box
Queries defined with the Find command can be saved to, and deleted from, the
Queries picklist in the same way as QBE queries. For details, see the descriptions of
the Save Query As and Delete Query commands in “Using Query Commands” on
page 2-27.

Exporting Information
Exporting Information 2
You can export the contents of the records currently displayed in a list applet by
choosing File ➞ Export (that is, choose Export from the File menu). The exported
data in the file can be read in MS Excel or imported into other applications for a
variety of purposes.
The Export dialog box, shown in Figure 2-16, provides various options that let you
specify what kind of file to export to, and where to save it.
Figure 2-16. Export Dialog Box

Generating Reports
Generating Reports 2
Many Siebel application views provide predefined formats that allow you to quickly
generate reports on the information in the active view. To generate a report, choose
a report type from the Reports menu.
Reports are displayed in the Siebel Report Viewer window, shown in Figure 2-17.
Figure 2-17. Siebel Report Viewer Window

Generating Reports
Once you’ve run a Siebel report, you’ll find a variety of options in the Report Viewer
toolbar, enabling you to view the report online, save it for future reference, print it,
or email it to one of your colleagues.
The particular reports available from the Reports menu depend on the current view.
Not all views provide reports.
NOTE: The content of a report reflects only the current set of data displayed in the
view; that is, if you perform a query to find a subset of records and then generate a
report, only the subset of records is included in the report.

Communicating with Other Users
Communicating with Other Users 2
Siebel applications allow you to send messages to other users via email, fax, or
pager, from within the application. The record that is active when the command is
executed determines what information can be sent and what options are available.
When sending email or a fax, you can specify a blank template or a prepared
template that fills in such information as the recipient’s name, phone number, and
service request number.
The following three commands are available from the File menu:
■ Send Mail. Allows you to send email directly from the Siebel application. A dialog
box prompts you for a recipient and a message template. If a user is indicated as
the owner (or other designated key person) of the currently selected record, you
can specify auto-addressing of the email to that user. In some views, information
from the selected record or associated files is automatically inserted into the
body of the message.
■ Send Fax. Allows you to send a fax directly from the Siebel application via
Windows Messaging. The addressing interface is identical to that for sending
email.
NOTE: The Siebel application and your computer must be properly configured to
support the Send Fax command. For information, see the Online Help and the
Siebel Tools Guide.
■ Send Page. Allows you to page someone directly from the Siebel application. A
dialog box prompts you to select certain settings, including the recipient and the
pager type. If the specified recipient has a pager number entered in the database,
it is automatically displayed in the dialog box.

Setting Your Options 3
About Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Basic Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Confirming Deletions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Setting a Start-Up Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Choosing a Default Predefined Query for a View . . . . . . . . . . . . . . . . . . . 3-5
Setting Default Correspondence Options . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Advanced Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

Choosing a Sales Methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Choosing Siebel Remote Default Settings . . . . . . . . . . . . . . . . . . . . . 3-8

Setting Your Options
About Options
About Options 3
As with many Windows applications, you can customize the appearance and
behavior of many aspects of your Siebel application. This customization is done in
the Options dialog box, shown in Figure 3-1.
Figure 3-1. Options Dialog Box
To access the Options dialog box

1 Choose View ➞ Options.
The Options dialog box appears.
2 Click the tab containing the options you want to change.

3 Make the desired changes on one or more tabs.
4 Click OK to exit the dialog box and save your changes, or click Cancel to exit the
dialog box without saving your changes.

Basic Options
Basic Options 3
You can make many changes to your application from this dialog box. Some of the
more common changes include:
■ Confirming deletions
■ Setting a start-up screen
■ Choosing a default query for a view
■ Customizing your correspondence defaults
Confirming Deletions 3
When you choose to have your deletions confirmed, this means that you want a
message to appear every time you delete something. This message will ask you
whether you are sure you want to delete the current record. You can then choose
either Yes, to delete the item, or No, to cancel the deletion.
You might prefer to have deletions confirmed to prevent you from deleting
something inadvertently or in error. If you choose not to receive a message every
time you delete a record, you can turn this option off. In this case, you will get no
warning at all. You might prefer not to have deletions confirmed if you find the
confirmation message intrusive and time-consuming.
NOTE: You can always reverse a deletion by choosing Edit ➞ Undo Delete
immediately after a deletion, as long as you have not left the record.
To change your setting for confirming deletions

2 Click the General tab.

Basic Options
3 Select your preferred setting:

■ If you want to be prompted to confirm deletions, select Confirm on delete
record.
■ If you do not want to be prompted to confirm deletions, clear Confirm on

delete record.
4 Click OK to save your changes and return to the application, or click Cancel to
exit the dialog box without saving your changes.
Setting a Start-Up Screen 3
The default setup is to have no start-up screen. To navigate to the screen and view
you want, you must choose a menu item or click a screen name in the tab bar. If
you usually work on one screen or set of views in your Siebel application, consider
setting a start-up screen and view. Then the view you specify will automatically
appear every time you start your Siebel application.
To set a start-up screen

2 Click the Screen tab.

3 Select a screen and view from the Start-up screen picklist.

Basic Options
Choosing a Default Predefined Query for a View 3
When you have a default predefined query for a view, that predefined query will
run every time you go to that view. If the view with the predefined query is also
your default view, the predefined query will also run every time you start your
Siebel application.
To choose a default predefined query for a view

2 Click the Screen tab.

3 Select a view from the Screen picklist.
4 Select a predefined query from the Default query picklist.
The predefined queries that are listed depend on the view you chose in the
Screen picklist. Also, the predefined query must already exist in that view before
you can choose it from this list. For more information on queries, see Chapter 2,
“Fundamentals of Siebel eAutomotive,” and see Siebel Basics.
5 Repeat Step 3 and Step 4 if you want to choose other default queries for other
views.

Basic Options
Setting Default Correspondence Options 3
Setting default correspondence options can help you work more quickly when using
letters in your Siebel application. For instance, if you normally use the same
template for your letters, you should choose that template as your default; then you
won’t have to select it each time you want to write a letter.
For information about creating your own personal correspondence template, see the
Online Help. For information about correspondence administration, see the Siebel
Applications Administration Guide.
Other default correspondence settings include:
■ Fulfillment center
■ Delivery method
■ Time frame
To set your default correspondence options

2 Click the Correspondence tab.
NOTE: You do not have to select defaults for all the options on this tab.
3 Select a default template from the Default template picklist.

4 Select a default fulfillment center from the Center picklist.
5 Select a default delivery method from the Delivery method picklist.
6 Select a default time frame from the Time frame picklist.

Advanced Options
Advanced Options 3
■ Choosing a sales methodology
■ Choosing Siebel Remote default settings
Choosing a Sales Methodology 3
When you select a default sales methodology—the process your company uses for
the sales process—the default sales methodology will be selected automatically
when you create a new opportunity. The sales methodology can affect which sales
stages are available to you and how long your managers expect you to remain in a
certain sales stage.
You can choose another sales methodology after you create an opportunity.
However, if you usually use one sales methodology, choosing it as a default can save
time.
To choose a sales methodology

2 Click the Opportunities tab.

3 Select a sales methodology from the picklist.

Advanced Options
Choosing Siebel Remote Default Settings 3
Using Siebel Remote is the way you, as a mobile user, get changes from the main
database and send your changes to the main database.
To choose your Siebel Remote default settings

2 Click the Siebel Remote tab.

3 Select your preferred Autostart setting:
■ To not start Siebel Remote when you start your Siebel application, clear
Autostart Siebel Remote.
■ To start Siebel Remote when you start your Siebel application, select
Autostart Siebel Remote.
4 If you dial in to make a Siebel Remote connection, select your connection from
the Connection picklist.
5 Select your preferred Retrieve published files setting:

■ To not retrieve published files when you use Siebel Remote, clear Retrieve
published files.
■ To retrieve published files when you use Siebel Remote, select Retrieve
published files.
Published files are documents that your marketing administrator wants to

distribute electronically.

Advanced Options
6 Choose your preferred Retrieve auto update files setting.

You can mark literature files as auto update if you want a copy of the new file
when the original file changes:
■ To not retrieve auto update files when you use Siebel Remote, clear Retrieve
auto update files.
■ To retrieve auto update files when you use Siebel Remote, select Retrieve auto
update files.

Advanced Options

Basic Administrative Tasks 4
Administrative Tasks Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Logging On as a Siebel Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Setting Up System Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Setting Up a List of Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Defining Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
Defining Your Organization and Positions . . . . . . . . . . . . . . . . . . . . . . 4-12
Defining Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Setting Up an Employee View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Associating Responsibilities with a User . . . . . . . . . . . . . . . . . . . . . . . 4-20
Verifying an Employee’s Responsibility . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Running Assignment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25

Basic Administrative Tasks
Administrative Tasks Overview
Administrative Tasks Overview 4
The IS department, the Siebel eAutomotive administrator, and the marketing

administrator perform tasks involving the installation, configuration, and
management of Siebel eAutomotive. The following administrative tasks may be
performed by one or more individuals.
■ Install Siebel eAutomotive (see Siebel Installation Guide).
■ Configure Siebel eAutomotive (see Siebel Configuration Concepts Guide).
■ Provide software upgrades (see Siebel Upgrade Guide).
■ Assign service requests (see Siebel System Administration Guide).
The following sections explain how to complete several common administrative

tasks that are performed after Siebel eAutomotive has been installed.

Logging On as a Siebel Administrator
Logging On as a Siebel Administrator 4
Once you have installed the Siebel client, you need to log on to begin the
administrative tasks.
To log on
1 Double-click the Siebel eAutomotive icon.
The Agreement dialog box is displayed.
2 Click OK to agree to the terms.

The Siebel eAutomotive Log On dialog box is displayed.
3 In the Siebel eAutomotive Log On dialog box, log on as administrator by entering

SADMIN as User Name and Password.
NOTE: You will now be able to see all the screens and views mentioned in this
guide.
4 In the Connect To field, select Server from the picklist.

If you wish to view a sample version of a database, select Sample. Select Local
if you have performed a database extract.
A database name is associated with the name of a configuration file section.

Setting Up System Preferences
Setting Up System Preferences 4
By setting several preferences, you can configure the Siebel application for your
environment; you can review the default settings for each preference and also set
new values. See Figure 4-1.
Figure 4-1. System Preference Administration View

To set system preference values

1 Choose Screens ➞ Application Administration ➞ System Preferences.
The System Preference Administration view is displayed.
2 Select an entry in the System Preferences applet.

The System Preference Name column is read-only, but you can change the
information in the System Preference Value field.
To query system preferences

1 Choose Screens ➞ Application Administration ➞ System Preferences.
The System Preference Administration view is displayed.
2 Click the System Preference Name field and click the Query button on the tool
bar or choose Query ➞ New Query.
3 Enter a preference name, followed by the wildcard character (*) in the System
Preference Name field to retrieve all preference categories.
4 Click the Query button on the toolbar or choose Query ➞ Execute Query.
You will retrieve the various categories associated with the preference name.
5 In the System Preference Value field, fill in or update the appropriate values as
documented in the specific application.
The following table shows examples of system preferences.
System Preference Comments
Entitlement Set the systemwide parameters that are checked during

an entitlement verification.
LOGMGR LOGMGR:Vis Rules Per Statement preference is set to

20 by the system. You should not need to modify this
value.
Docking Preference prefix that controls Siebel Remote.
MRG Preference prefix that controls Siebel Remote.

System Preference Comments
Technical Support Specify the telephone numbers to display in the Siebel

(Alt. 1, Alt. 2, FAX, URL, Voice) Technical Support dialog box.
Update these numbers with your internal help desk
numbers. The alternate numbers (Alt. 1 and Alt. 2)
provide expansion for pager numbers and email
addresses.
Set a value to None to leave it blank in the dialog box.
SQLStyle Indicates the style of SQL statements used with this

implementation.
Reflects the name of your database system—Oracle,
Microsoft SQL Server, Informix, Sybase.
These views are case-sensitive.
OA or TA Preference prefixes that control territory assignment.

Setting Up a List of Values
Setting Up a List of Values 4
Siebel provides an extensive list of values (LOV) used throughout the application.
There are two ways to view the list of values data:
1 In a flat view on the List of Values Administration view (see Figure 4-2 on
page 4-8). The flat view shows all the entries for each list of values type.
2 The List of Values Explorer view shows all the list of values entries in a
hierarchical fashion. For example, when you open the Types folder on the List
of Values-Types applet and then the Values folder under each type, all values for
that type are listed. The entries in the List of Values Explorer view are the same
as those in the List of Values Administration view (flat view); only the manner
of presentation is different. (See “To access the List of Values Explorer view” on
page 4-10.)

To access the List of Values Administration view

1 Choose Screens ➞ Applications Administration ➞ List of Values ➞ List of Values.
The List of Values Administration view is displayed.
Figure 4-2. List of Values Administration View
2 Select a record on the List of Values list applet.

3 Select the List of Values list applet and choose Edit ➞ Copy Record.
4 Create a new value by clicking on the Type field and selecting from the picklist.
5 Enter your new value in the Display Value field.
Check that the new values show up on the user screens.

6 In the Order field, change the order in which the list of values appears by
entering a number.
Check that the order is changed in the user screens.
7 You can make changes in the following fields as well:
Translate Active
Multilingual Language Name
Language Independent Code Target Low
Parent Language Independent Code Target High
High Weighing Factor
Low Bitmap
Order Description

To access the List of Values Explorer view

1 Choose Screens ➞ Applications Administration ➞ List of Values ➞ List of Values
Explorer.
The List of Values Explorer view is displayed.
2 Double-click a detail entry under the Types folder.

The Values folder for that entry is displayed.
3 Double-click the Values folder and select a value.

4 Select the List of Values list applet and choose Edit ➞ Copy Record.
The record you selected on the List of Values explorer applet is duplicated in the
List of Values list applet.

Defining Currencies
5 In the blank space provided, you can modify the following fields: Code, Display
Value, Language Name.
NOTE: See the Siebel System Administration Guide for information about state
models and how they relate to the list of values.
Defining Currencies 4
You must define the currencies that your organization uses before you can define
the structure of your organization.
To create a currency
1 Choose Screens ➞ Applications Administration ➞ Currencies.
The Currency Administration view is displayed.
2 Choose Edit ➞ Add New Record.

3 In the blank space provided in the Currencies list applet, define one of the
currencies you use.
4 Repeat this for each currency your organization uses.
NOTE: If you use multiple currencies, it is not necessary to define the exchange
rate at this time, because this rate varies over time. However, you must define
the exchange rate when you are ready to import data that contains foreign
currencies and are going to use any of the Siebel currency features.

Defining Your Organization and Positions
Defining Your Organization and Positions 4
One of the first steps you must perform when implementing Siebel eAutomotive is
to define your organization’s structure. You should use a hierarchical approach
when defining each location for your enterprise. For example, start with the
locations of the corporate offices, the countries that have offices, the regions in the
countries that have offices, and so on.
Use the Organization Administration view to define the divisions within your
organization. These are displayed in a hierarchical way.

To add a division to your organization

1 Choose Screens ➞ Application Administration ➞ Organizations ➞
Organizations.
The Organization Administration view is displayed.
2 Select the Divisions list applet and choose Edit ➞ Add New Record.
A blank space is provided for you to enter the name of a new division for your
organization.
3 Complete the information in the Divisions list applet.

The new division is listed in a folder on the Organizations explorer applet.

To define your organization and positions

1 Choose Screens ➞ Application Administration ➞ Positions.
The Position Administration view is displayed.
2 Select a position in the Organization Chart explorer applet.

3 In the Positions list applet, select the Division field.
The Pick Internal Division dialog box is displayed.

4 Select a position in the Pick Internal Division dialog box and click Pick.
The division with which the position and employee are associated has been
changed. This change is displayed in the Division field in the Positions list
applet.
5 Select the Position field, where you can change the position associated with the
employee.
This change is reflected in the Positions/Employee folder on the Organization

Chart explorer applet.

Defining Views
Defining Views 4
Use the View Administration view to define all the screens in your system before
beginning to define responsibilities.
To define views
1 Choose Screens ➞ Application Administration ➞ Views.
The View Administration view is displayed. Here you can see a list of all the
available views.
2 Choose Edit ➞ Add New Record from the main menu. In the blank space
provided, you can enter the name and description of the new view.

Setting Up an Employee View
Setting Up an Employee View 4
Before users can access Siebel eAutomotive, you must define them in your RDBMS
and in the application. Your database administrator defines database users (giving
each of them a user name and password). After this is done, you can set up these
database users as Siebel eAutomotive users and can also assign them positions.
As an administrator, you are able to add or delete an employee, add multiple

positions, responsibilities, and territories to an employee, and remove all positions
connected with an employee.
To set up employees so they can use Siebel eAutomotive, you start with the
Employee Administration view.

To add an employee account

1 Choose Screens ➞ Application Administration ➞ Employees ➞ Employees.
The Employee Administration view is displayed.
2 Choose Edit ➞ Add New Record from the main menu.

3 Fill each field of the Employees list applet with a valid value.
All fields in the Employees list applet are editable.
4 Specify the new user’s login name in the Login Name field on the Employees list
applet.
NOTE: The login name must match the user’s database account name. All login
names should be entered in uppercase for compatibility across database
systems.
The user’s password for the application is the same as the user’s password on
the database account. When changing one, you automatically change the other.

Associating Responsibilities with a User
Associating Responsibilities with a User 4
As system administrator, you should define responsibilities for the primary

positions in your organization by associating specific users with certain
responsibilities that provide access to one or more screens. By defining
responsibilities, you limit user access to screens and to application information and
functions.
When you first implement Siebel eAutomotive, you should define responsibilities
on the Application Administration Responsibilities screen and then assign
responsibilities to users on the Application Administration Employees screen. This
procedure allows you to assign user responsibilities at the same time as you enter
other user information. After your initial implementation, you can work directly
from either the Responsibility Administration view or the Employees view to change
or add associations between users and their responsibilities.

To associate responsibilities with users

1 Choose Screens ➞ Application Administration ➞ Responsibilities.
The Responsibility Administration view is displayed.
2 In the Responsibilities list applet of the Responsibility Administration view,

select a responsibility that you wish to assign to a user.

3 To associate one or more employees with the selected responsibility, right-click

the Employees list applet in the Responsibility Administration view and choose
Edit ➞ Add New Record.
The Add Employees dialog box is displayed.
4 In the Add Employees dialog box, select the employee whom you wish to
associate with the selected responsibility and click Add to complete the
association.
This employee is displayed in the Employees list applet. The employee now has
access to the views that are listed in the Views applet.
To add employee responsibilities

1 Choose Screens ➞ Application Administration ➞ Employees ➞ Employees.
2 On the Employees list applet, click the Responsibility field.

The Responsibilities dialog box is displayed.
3 Click the New button in the Responsibilities dialog box.

The Add Responsibilities dialog box is displayed.
4 Select an entry and click Add.

This selection is added to the Responsibilities dialog box.
5 Click Close.
The Responsibility field on the Employees list applet is updated.

To add or delete views for the user

1 Choose Screens ➞ Application Administration ➞ Responsibilities.
The Responsibility Administration view is displayed.
2 In the Responsibilities list applet of the Responsibility Administration view,

select a responsibility for the user.
3 Select the Views list applet and choose Edit ➞ New Record.
The Add Views dialog box is displayed.
4 In the Add Views dialog box, do one of the following:

■ Select a view and click Add.
The selected view is now displayed in the Views list applet.
■ Select a view and click Delete.
The selected view is deleted from the Views list applet.

Verifying an Employee’s Responsibility
Verifying an Employee’s Responsibility 4
As the Siebel administrator you can, for example, set up the application to allow a
manager to see all the available views or allow a salesperson to see his or her
selected views only. Once you have completed the various setups, you will then
check to see that each view is available and that the appropriate features are
working.
To verify an employee’s responsibility and add a new responsibility

1 Choose Screens ➞ Application Administration ➞ Employees ➞ Employees to
launch the application as a user who has administrative responsibility.
2 Use the Alphabet bar or click the Query button on the tool bar to select any
employee who has a manager or VP position.
3 On the Employees form applet, click the Position field.

The Positions Occupied dialog box is displayed. Here you may view all the
positions assigned to the employee.
4 To add a new position for the employee, click the New button on the Positions
Occupied dialog box.
The Add Positions dialog box is displayed.
5 Select a position from the list on the Add Positions dialog box and click Add.
This information is now displayed on the Positions Occupied dialog box and in
the Positions field on the Employees form applet.
6 Click Close to close the Positions Occupied dialog box.

7 On the Employees form applet, click the Responsibility field to verify the
responsibilities that the employee currently has.
The Responsibilities dialog box is displayed.

Running Assignment Manager
8 Click New on the Responsibilities dialog box.

The Add Responsibilities dialog box is displayed; here you can add the necessary
responsibilities.
9 Select the responsibility you wish to add and click Add.

The selected responsibility is displayed in the Responsibilities dialog box and in
the Responsibility field on the Employees form applet.
10 Click Close to close the Responsibilities dialog box.
Running Assignment Manager 4
The Assignment Administration screens are used to determine the most effective
assignment of personnel to objects for particular tasks: assigning employees,
accounts, sales opportunities, and contacts. You can define rules for geography,
industry, named accounts, product interest, or a combination of these qualifiers.

Running Assignment Manager

Accounts 5
Accounts Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Accounts Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Accounts Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7

Vehicle Owned Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Vehicle Related Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Accounts Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9

Associating a Vehicle Directly with an Account . . . . . . . . . . . . . . . . . 5-9
Associating a Vehicle with an Account by Relationship . . . . . . . . . . 5-10
Defining Account Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11

Accounts
Accounts Overview
Accounts Overview 5
Accounts represent organizations with which you do business or with which you
expect to do business in the future. Accounts may be associated with one or more
contacts or vehicles. The Accounts screen allows you to manage all the information
associated with accounts.
Use the Accounts screen to perform any of these tasks:
■ Create new accounts or modify and delete contact records for existing customers
■ Manage accounts associated with a contact or vehicle, vehicle service, finance,

or insurance
■ View all information regarding an account
■ Associate independent activities, or activities created through an Activity Plan,

with an account
■ Perform any kind of activity related to an account, such as creating opportunities

and profiles

Accounts
Accounts Screen and Views
Accounts Screen and Views 5
Figure 5-1 shows an example of a view in the Accounts screen. In all Siebel
products, the availability of certain views and functionality is limited according to
each user’s responsibilities; therefore, the views that you see on the view bar may
vary from those shown in Figure 5-1.
Figure 5-1. Account Vehicles View

Accounts
Table 5-1 lists the views in the Accounts screen.
Table 5-1. Views of the Accounts Screen (Sheet 1 of 3)
Feature Comments
My Accounts Displays a list of accounts assigned to you. Typically, you add new
accounts in this view.
My Team’s Displays a list of accounts assigned to your team. A manager’s own

Accounts accounts also appear in this view.
All Accounts Displays a list of all accounts throughout your company, within the
organization to which you belong.
All Accounts View all accounts throughout your company. This includes accounts
Across that do not belong to your organization.
Organizations
For more information on organizations, see the Siebel System
Account D&B Displays Dun and Bradstreet reports associated with an account.
Reports
Activities Displays activities associated with a contact.
Activity Plans Provides a method of associating activity plan templates with an

account. An activity plan template is a set of activities directed
toward a specific business goal or marketing technique.
Agreements Displays a list of all agreements associated with an account.
Assessments Provides a method of associating assessment templates with an

account. An assessment template is a set of attributes used to assess
the business potential of the account.
Assets Displays a list of assets owned by the account, including vehicles.
Attachments Displays attachments associated with a contact.
Back Office Displays account records associated with a back-office application.

Accounts
Back Office Orders Displays order records associated with a back-office application.
Bill To/Ship To Shows billing address and shipping address information.

Accounts
Feature Comments
Briefing Displays information from your Siebel database, such as

opportunities and service requests, as well as recent news articles
about an account.
Categories Displays categories associated with an account.
Contacts Displays contacts associated with an account.
Entitlements Displays entitlements associated with an account.
Explorer Displays hierarchical information about an account in an Explorer

format. The Account Explorer view is also a convenient navigation
tool.
Invoices Displays a list of invoices associated with an account.
Manager’s Displays a hierarchical view of the accounts assigned to a manager.

Explorer
Notes Enables you to record unstructured responses and share notes with
your sales team.
Opportunities Displays a list of opportunities associated with an account.
Organization Displays an organizational chart that reflects the complex

Analysis relationships that characterize accounts.
Presentations Displays presentations associated with accounts. From this view,

you can see a collection of slides and text available in the
Presentation Library. For more information about presentations, see
Using Siebel Applications.
Profile Captures critical, qualifying information about an account through a

call script that guides you through a series of questions. Analyzes
data by using queries to find accounts that match specific criteria.
Use the Charts view to see which accounts qualify as part of your
target market.
Projects Displays a list of projects associated with an account.
Proposals Displays proposals associated with accounts. From this view, you
can see a collection of slides and text available in the Proposal
Library. For more information about proposals, see Using Siebel
Applications.

Accounts
Feature Comments
Quotes Displays all the quotes associated with an account, and provides a
method for adding new quotes. For more information about the
Quotes screen, see Chapter 12, “Quotes,” and the online help for the
Quotes screen.
SR’s and Displays lists of service requests and opportunities associated with
Opportunities an account.
Service Displays a list of service agreements associated with an account.

Agreements
Service Explorer Displays the service requests associated with an account in Explorer
format.
Service Profile Displays the assets, products, and contacts associated with an
account.
Service Requests Displays the service requests associated with an account.
Vehicles Displays a list of vehicles owned by or related to an account.
Account D&B Displays Dun and Bradstreet hierarchies in Explorer format.

Explorer
TAS Enables you to assess and plan Target Account Selling (purchased
separately).
Charts Displays charts that analyze contacts based on a variety of criteria.

Accounts
Accounts Workflow
Accounts Workflow 5
Figure 5-2 is based on some of the tasks found in “Accounts Tasks” on page 5-9.
Manage Accounts
Siebel
eAutomotive
Accounts Screen
Assign Vehicles Assign Contacts

to Accounts to Accounts
Figure 5-2. Accounts Workflow

Accounts
Business Scenarios
Business Scenarios 5
There are two types of relationships that accounts can have with vehicles:
■ Accounts can own vehicles
■ Accounts can be related to vehicles
Vehicle Owned Scenario 5
Acme Corp has just purchased a fleet of vehicles from your dealership. You create
an account for Acme Corp, then create a vehicle record associated with the Acme
account for each of the fleet vehicles.
Vehicle Related Scenario 5
WMAC is the loan provider for a vehicle that was just purchased by one of your
contacts. The vehicle is associated with the WMAC account through the
Relationships applet in the Vehicle Summary view.

Accounts
Accounts Tasks
Accounts Tasks 5
The following sections describe some of the most common tasks involving
Accounts:
■ “Associating a Vehicle Directly with an Account”
■ “Associating a Vehicle with an Account by Relationship” on page 5-10
■ “Defining Account Assets” on page 5-11
For more information on additional Accounts tasks, see the Online Help.
Associating a Vehicle Directly with an Account 5
When a vehicle is associated with an account through the Account Vehicles screen,
the vehicle is directly associated with the account.
The following procedure starts from the Accounts screen and illustrates creation of
a new vehicle owned by the account (implying that the account has purchased the
vehicle for its own use). However, accounts can also be associated with one or more
vehicles that they have not purchased. For instance, when the account is the lessor,
or provides finance or insurance associated with the vehicle. Note that both of these
relationship types may also be created for a vehicle from the Vehicles screen, as
described in “Associating a Vehicle with an Account by Relationship” on page 5-10.
To directly associate a vehicle with an account

1 Choose Screens ➞ Accounts ➞ My Accounts.
The My Accounts view appears.
2 Select an account from the Accounts list applet.

3 In the view bar, select Vehicles.
The Account Vehicles view appears, displaying the account you selected.
4 In the Vehicles list applet, press CTRL+N to create a new record.

A blank record appears.

Accounts
Accounts Tasks
5 Select a Product from the Pick Product dialog box.

6 Fill in other fields as desired.
Associating a Vehicle with an Account by Relationship 5
When a vehicle is associated with an account through the Vehicle Summary screen,
the vehicle is associated with the account through the relationship specified in the
Vehicle Summary screen.
The following procedure starts from the Accounts screen, but relationships between
accounts and vehicles can also be defined through the Vehicles screen.
To associate a vehicle with an account by relationship

1 Choose Screens ➞ Accounts ➞ All Accounts.
The All Accounts view appears.
2 Select an Account from the Accounts list applet.

The Account Vehicles view appears, displaying the account you selected.
4 In the Related Vehicles list applet, do one of the following:

a Press CTRL+N to create a new relationship for an existing vehicle.
The Add Vehicles dialog box opens.
b Press CTRL + I to insert a record for a new vehicle record you will create.
5 Select a vehicle from the Add Vehicles dialog box, or define a new vehicle by
clicking on New and filling in the fields.
See Chapter 9, “Vehicles” for more information about Vehicle fields.

Accounts
Accounts Tasks
Defining Account Assets 5
Siebel eAutomotive also allows you to track assets for an account. Assets are
generally capital items owned by the account that may require service. Vehicles are
a special case of assets. When a vehicle is associated with an account in this type
of ownership relationship, it is also displayed as an asset of that account. Adding a
vehicle as described in “Associating a Vehicle Directly with an Account” on page 5-9
automatically gives it an asset relationship. Some vehicles are associated with more
than one account, as described in “Associating a Vehicle with an Account by
Relationship” on page 5-10. But only one account can own the vehicle and have it
as an asset. The Account Assets view shows vehicle assets, but may also be used to
maintain those assets of an account that are not vehicles.
To define an account asset

1 Choose Screens ➞ Accounts ➞ My Accounts.
The My Accounts view is displayed.
2 Select an account in the Accounts list applet.

3 Click Assets on the view bar.
The Account Assets view is displayed with the information on the account that
you selected on the My Accounts view.
4 Click in the Assets list applet.

An empty row is added to the list.
6 In the Product field, choose a product from the list of values.

7 Complete the fields.

Accounts
Accounts Tasks

Contacts 6
Contacts Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Contacts Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3

The My Personal Contacts View . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Contacts Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

Business-to-Consumer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
Business-to-Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
Contact Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9

Adding Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Creating Categories for Contact Information . . . . . . . . . . . . . . . . . . 6-13
Setting Up Contact-Related Activities . . . . . . . . . . . . . . . . . . . . . . . 6-14
Associating an Opportunity with a Contact . . . . . . . . . . . . . . . . . . . 6-16
Creating Notes for a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17
Associating Attachments with a Contact . . . . . . . . . . . . . . . . . . . . . 6-18
Associating Agreements with a Contact . . . . . . . . . . . . . . . . . . . . . 6-19
Describing Relationships Between Contacts . . . . . . . . . . . . . . . . . . . . . . .6-20
Associating Entitlements with a Contact . . . . . . . . . . . . . . . . . . . . . . . . .6-21
Creating and Modifying Service Requests for a Contact . . . . . . . . . . . . . . .6-22
Creating Profiles for Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23
Associating a Household with a Contact . . . . . . . . . . . . . . . . . . . . . 6-23
Adding Contacts to Households . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-24
Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25
Contact Administration Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26
Marketing Administration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-27

Contacts
Contacts Overview
Contacts Overview 6
Contacts are people with whom you do business or with whom you expect to do
business in the future. Contacts may be associated with one or more households or
accounts, or they may stand on their own. The Contacts screen allows you to
manage all the information associated with contacts.
Use the Contacts screen to perform any of these tasks:
■ Create new contacts or modify and delete contact records for existing customers
■ Manage contacts, whether they are independent or associated with a household

or account
■ View all information regarding a contact
■ Associate independent activities, or activities created through an Activity Plan,

with a contact
■ Create relationships between contacts
■ Perform any kind of activity related to a contact, such as creating opportunities

and profiles
Many tasks that are available in the Contacts screen can also be performed in other
views. For example, you can associate a household with a contact in the Households
Contacts view; you can create activities for a contact in the My Activities view; and
you can create opportunities for a contact in the Opportunity Contacts view.

Contacts
Contacts Screen and Views
Contacts Screen and Views 6
Figure 6-1 shows an example of a view in the Contacts screen. In all Siebel products,
the availability of certain views and functionality is limited according to each user’s
responsibilities; therefore, the views that you see on the view bar may vary from
those shown in Figure 6-1.
Figure 6-1. Contact Activities View

Contacts
Table 6-1 lists the views in the Contacts screen.
Table 6-1. Views of the Contacts Screen (Sheet 1 of 2)
Feature Comments
My Contacts Displays a list of contacts assigned to you. Typically, you add new
contacts in this view.
My Personal Contacts Displays a list of non-business contacts that are not shared with others.
My Team’s Contacts Displays a list of contacts assigned to your team. This is a read-only
view.
All Contacts Displays a list of all contacts throughout your company, within the
All Contacts Across Organizations View all contacts throughout your company. This includes contacts that
do not belong to your organization.
For more information on organizations, see the Siebel Applications
Activities Displays activities associated with a contact.
Activity Plans Provides a method of associating activity plan templates with a contact.
An activity plan template is a set of activities directed toward a specific
business goal or marketing technique.
Agreements Displays a list of all agreements associated with a contact.
Assessments Provides a method of associating assessment templates with a contact.

An assessment template is set of attributes used to assess the business
potential of the contact.
Attachments Displays attachments associated with a contact.
Categories Displays categories associated with a contact.
Entitlements Displays entitlements associated with a contact.
Households Displays households associated with a contact.
Manager’s Explorer Displays a hierarchical view of the contacts assigned to a manager.
Notes Enables you to record unstructured responses and share notes with your
sales team.
Opportunities Displays a list of opportunities that are associated with a contact.

Contacts
Table 6-1. Views of the Contacts Screen (Sheet 2 of 2)
Feature Comments
Organization Analysis Displays an organizational chart that reflects the relationships between
contacts.
Profile Captures critical, qualifying information about a contact through a call

script that guides you through a series of questions. Analyzes data by
using queries to find contacts that match specific criteria. Use the charts
to see which contacts qualify as part of your target market.
Quotes Displays all the quotes associated with a contact, and provides a method
for adding new quotes. For more information about the Quotes screen,
see Chapter 12, “Quotes,” and the online help for the Quotes screen.
Relationships Displays a list of relationships associated with a contact.
Service Requests Displays the service requests associated with a contact.
Summary Provides a summary of opportunities, service requests, vehicles, and

households associated with a contact.
Vehicles Displays a list of vehicles associated with a contact.
Campaigns Displays a list of all campaigns associated with a contact.
Responses Displays a list of all responses from a contact.
Customer Satisfaction Survey Allows you to conduct a survey of your customers.
TAS Allows you to assess and plan Target Account Selling (purchased
separately).
Charts Displays charts that analyze contacts based on a variety of criteria.
The procedures in this chapter describe using the My Contacts and All Contacts
views, but they can also be performed from the other views.

Contacts
The My Personal Contacts View 6
The My Personal Contacts view, shown in Figure 6-2, allows an individual user of
Siebel eAutomotive to track a set of personal contacts that are not shared with
others. My Personal Contacts are used to track non-business relationships, primarily
when you are managing calendars and activities. Although activities can be
associated with a personal contact, opportunities and other Siebel eAutomotive
objects cannot.
Figure 6-2. My Personal Contacts View

Contacts
Contacts Workflow
Contacts Workflow 6
Contacts views are accessed by many other screens, including Households,

Opportunities, and Activities.
Figure 6-3 is based on some of the tasks found in “Contact Tasks” on page 6-9.
A sso cia tin g a n A sso cia tin g a

O p p o rtu n ity w ith a H o u se h o ld w ith a
C o n ta ct C o n ta ct
S e ttin g U p C o n ta ct- C re a tin g

R e la te d A ctiv itie s C a te g o rie s fo r
C o n ta cts
D e scrib in g M a n a g in g S e rvice
Siebel eAutomotive
R e la tio n sh ip s R e q u e sts fo r
Contacts Screen
B e tw e e n C o n ta cts C o n ta cts
S e ttin g U p A sso cia tin g

C o rre sp o n d e n ce , E n title m e n ts a n d
N o te s, a n d A g re e m e n ts w ith
A tta ch m e n ts C o n ta cts
M a n a g in g C o n ta cts
Figure 6-3. Contacts Workflow

Contacts
Business Scenarios
This section provides scenarios for business-to-consumer and business-to-business

selling.
Business-to-Consumer 6
You are a sales representative at an auto dealership. You approach a walk-in

prospect, get his name, and chat briefly about his requirements. After seeing a few
models on the showroom floor, he is interested enough to sit with you. You enter
his name, address, and phone number into Siebel eAutomotive, and determine that
he is an existing prospect for one of your colleagues. Your colleague will be back in
five minutes from a test drive, so while the prospect is waiting, you get him a cup
of coffee and a doughnut, and offer him some product literature to read.
A second walk-in prospect arrives. Entering her name into Siebel eAutomotive
shows that she is a new prospect. You talk about her requirements, take her for a
couple of test drives, and return to your desk. She isn’t ready to buy today, so you
create a contact record for her, and enter all the information about her visit. You
take a digital snapshot and enter it in her profile, and create an activity record for a
follow-up call next week.
Business-to-Business 6
You are a account representative for World Motor Truck Corporation working on an
opportunity to sell a fleet of vehicles to a new account. You have obtained a contact
name from a generated lead and you enter the contact into Siebel eAutomotive. You
create activities and activity plans for the contact and associate the opportunity
with the contact. To be proactive, you also enter notes, your company literature as
attachments to send to the contact, and any profile information that you have.

Contacts
Contact Tasks
Contact Tasks 6
You will be working with contacts frequently in your Siebel application. How you
proceed depends on whether you are working with an existing contact or setting up
a new one. If the contact exists, you may associate it with a household or account
in any of several views in the Contacts, Households, or Accounts screen, or you may
not associate it with another object at all.
NOTE: Contacts in the My Personal Contacts view always remain in that view; if you
expect to conduct any business activity with a contact, you should create it in the
My Contacts view.
Contacts tasks may be performed in any order; however, you should take note of
the following:
■ Creating a contact profile. You will probably want to create a contact profile fairly
early on; you will need to refer to the information in the profile frequently. Siebel
eAutomotive provides separate views for creating consumer and corporate
profiles.
■ Creating new categories for a contact. If the profile does not include categories for
all the information you want to track for a specific contact, you will want to
create new categories and fill them in early in the contact-tracking process.
■ Creating activities and activity plans for a contact. You can create an activity for a
contact or associate an activity with a contact, either in the Contact Activities
view or in the My Activities or My Delegated Activities view. You can add
activities to those created from an activity plan, or create them outside of any
activity plan.
■ Associating opportunities with contacts. You can associate an opportunity with a

contact either in the Contact Opportunities view or the Opportunity Contacts
view.
■ Associating entitlements with contacts. You can associate an entitlement with a

contact in either the Contact Entitlements view or the Entitlement Contacts view.

Contacts
Contact Tasks
■ Creating service requests. You can create a service request for a contact in either
the Contact Service Requests view or any of several Service Requests views.
However, you can view all service requests for a contact only in the Contact
Service Requests view.
■ Associating contacts with households. You can associate a contact with a

household in either the Contact Households view or the Household Contacts
view.
The following sections describe some of the most common tasks you will perform:
■ “Adding Contacts” on page 6-11
■ “Creating Categories for Contact Information” on page 6-13
■ “Setting Up Contact-Related Activities” on page 6-14
■ “Associating an Opportunity with a Contact” on page 6-16
■ “Creating Notes for a Contact” on page 6-17
■ “Associating Attachments with a Contact” on page 6-18
■ “Associating Agreements with a Contact” on page 6-19
■ “Describing Relationships Between Contacts” on page 6-20
■ “Associating Entitlements with a Contact” on page 6-21
■ “Creating and Modifying Service Requests for a Contact” on page 6-22
■ “Creating Profiles for Contacts” on page 6-23
■ “Adding Contacts to Households” on page 6-24
For information on other tasks, see the Online Help.
The following procedures describe the use of the My Contacts view; however,
except for the foregoing tasks, the procedures for using the contact list views are
identical.

Contacts
Contact Tasks
Adding Contacts 6
As soon as you meet someone in the course of your business, you should record
that contact in Siebel eAutomotive Contacts. You will then be able to record more
information, earlier on, about that contact and any potential business you might do
together.
To add a contact
1 Choose Screens ➞ Contacts ➞ My Contacts.
The My Contacts view appears.
2 Right-click the Contacts list applet and select New Record.

A new record is added.
3 Complete the identification fields for which you have the information.
Last Name and First Name are required fields.
Choose an account and zero or more households for the contact, depending on
whether the contact is a business contact, a consumer contact, or both. For more
information about the relationship between contacts and organizations, see
Using Siebel Applications.
If more than one household is associated with the contact, click in the Primary
field for the primary organization or household in the Households dialog box.

Contacts
Contact Tasks
The following table describes the specialized fields in the Contacts applet.
Feature Comments
Last Name This field is a hyperlink to the Contact Activities view.
Street Address Because a contact in eAutomotive can stand alone,

without being associated with a household or account,
more than one address can be specified for a contact.
When the Street Address field is selected, a multi-value
list dialog box is displayed. In this dialog box, one of the
listed addresses can be specified as the primary address
for the contact.
Household Name Because a contact can be associated with more than one
household, more than one household name can be
specified for a contact. When the Household Name field
is selected, a multi-value list dialog box is displayed. In
this dialog box, one of the listed households can be
specified as the primary household for the contact.
This field is a hyperlink to the Household Summary view.
Account A single account may be associated with a contact, to

indicate that that individual is associated with a
business. The same contact may stand alone or be
associated with a household in addition to being
associated with an account. In this way, a single contact
record can be used for business-to-business and
business-to-consumer selling.
Preferred Communications Allows you to indicate the contact’s preferred method of

communication by selecting from the list of values.
To associate an account with a contact

The My Contacts view is displayed.
2 Choose the Contacts form applet.

3 Choose the Account field in the form applet.
4 Choose from the picklist of accounts or add a new account by clicking New and
entering the data.

Contacts
Contact Tasks
To add additional contact information

2 Choose the Contact form applet.

3 Choose the field that you want to change or add information about the contact
and enter the data in the fields provided.
Creating Categories for Contact Information 6
If the default contact list doesn’t contain fields for some types of information that
users would like to remember regarding specific contacts, you can add additional
categories for that contact. A manager may have set up a list of values from which
they can select. For more information about categories, see Using Siebel
Applications.
To add categories to a contact

2 Select the contact for which you wish to add a category.

3 In the view bar, select Categories.
The Contact Categories view appears, displaying the contact you selected.
4 In the Categories list applet, press CTRL+N to create a new record.

A blank record appears
5 In the Category field, choose a category from the list of values. If the category
you need does not appear in the list, click New, and enter a new one.
6 When you have selected the desired category, click Pick.

7 In the Value field, enter a value for the new category.
8 Fill in other fields as desired.
9 If you wish, you can create additional categories by repeating these steps.

Contacts
Contact Tasks
Setting Up Contact-Related Activities 6
Users can add to, modify, or delete activities for a business contact from the Contact
Activities view. Users can add to, modify, or delete activities for a personal contact
in the My Personal Contacts view.
Activity plans lay out all the activities needed to complete a process. The
Administrator will have created one or more activity plan templates, which include
appropriate activities for the action described in the template. For more information
about activity plans, see the Siebel Field Service Guide.
To set up contact-related activities

2 Select any contact and drill down on the Last Name field of the selected contact.
The Contact Activities view appears, with the selected contact displayed.
3 Add a new activity and fill in the fields as necessary.
To create multiple activities using an activity plan

2 Select the contact for which you want to create an activity plan.
3 Click Activity Plans in the view bar.
The Contact Activity Plans view appears, with the selected contact displayed.
4 In the Activity Plans list applet, right-click and choose New Record.
A new record appears, with today’s date as the start date and the current time
as the start time.

Contacts
Contact Tasks
5 Click the arrow next to the Templates field and choose a template from the list.
The description of the activity plan is filled in automatically. One or more
records relating to the activity plan are created in the Activities list applet.

Contacts
Contact Tasks
6 Review the activities, add objectives, and make any necessary changes.
7 If you wish, add additional activities in support of the activity plan:
a Right-click in the Activities list applet and choose New Record.
A blank activity record appears.
b Click the arrow next to Activity Type and select an activity type from the list.
c Enter a description and fill in other fields as appropriate.
NOTE: You can also create activities using an activity plan in the Contact Activity
Plans view.
Associating an Opportunity with a Contact 6
Contacts will often be a source of business to your company. These potential

revenue-producing business transactions, or opportunities, are other items of
information of which users need to keep track. From the Contact Opportunities
view, users can:
■ Create new opportunities.
■ View all opportunities for a contact.
■ Modify existing opportunities.
■ Associate the current contact with an existing opportunity.
To associate an opportunity with your contact

2 Select the contact for which you want to create an opportunity, or add a new
contact as described in “Adding Contacts” on page 6-11.

Contacts
Contact Tasks
3 Click Opportunities in the view bar.

The Contact Opportunities view appears, displaying the contact you selected.
4 Select the Opportunities list applet, and use one of the following methods to add
an opportunity:
■ Choose Edit ➞ Insert Record to create a new opportunity and add it to the list
in a single step.
NOTE: Choose this method only if you know that the opportunity does not
exist already.
■ Right-click and choose New Record to associate a contact with an existing

opportunity. For more information about opportunities, see Siebel System
Now that you have associated an opportunity with a contact, you can more easily
keep track of the people involved in winning the business.
Creating Notes for a Contact 6
As users work with their contacts, they will learn things that they may want to
remember. Often, these tidbits of information are best stored as notes. You can
create notes that everybody with access to the contact can see, or you can create
notes that only you can see.
To create a note about your contact

2 Select the contact for which you want to create a note, or add a new contact as
described in “Adding Contacts” on page 6-11.
3 Click Notes in the view bar.

The Contact Notes view appears, displaying the contact you selected.

Contacts
Contact Tasks
4 Select one of the following list applets:

■ Shared Notes—Notes that others can see. These notes include a Created By
field.
■ Private Notes—Notes that only their creator can see.
5 Right-click and choose New Record.

6 Select an entry from the Note Type field, if desired.

7 Enter the content of the note in the Note field.
Associating Attachments with a Contact 6
Attachments are files created in another program that a user may want to associate
with a Contact record. A user may want to associate these files with a contact
because the contact created them, or because they sent them to the contact.
To add an attachment to a contact

2 Select the contact for which you want to create an attachment, or add a new
3 Click Attachments in the view bar.

The Contact Attachments view appears, with the selected contact displayed.
4 Use one of the following methods to add the attachment:

■ Open Windows Explorer and drag the file onto the Attachments list applet.
■ Select the Attachments list applet, right-click, choose New Record, select the
attachment from the Select File dialog box, and click Select.

Contacts
Contact Tasks
5 Click the check box in the Request field if you want to request documents that
are not available locally from the server.
6 Click the Auto Update field if you want the attachment to be updated
automatically each time the master file on the server is updated.
Users and their colleagues can now access this file through the Contact Notes view
at any time.
Associating Agreements with a Contact 6
Agreements are documents specifying the terms and conditions of service provided
to your customers. For instance, a Siebel administrator could create an agreement
about the payment schedule for an extended warranty product. These agreements
are then used for all customers who have those terms and conditions.
To associate an agreement with a contact

2 Select the contact for which you want to add an agreement, or add a new contact
as described in “Adding Contacts” on page 6-11.
3 Click Agreements in the view bar.

The Contact Service Agreements view appears, with the selected contact
displayed.
4 Select the Agreements list applet.

6 Complete the fields as necessary.

Contacts
Contact Tasks
Describing Relationships Between Contacts 6
A user may have a relationship with a contact who relies heavily on the opinions of
several others when making purchasing decisions. If so, the user will want to keep
track of the relationships between the contact who has purchasing authority and
those who might influence his or her decisions.
To describe a relationship between contacts

2 Select the contact for which you want to describe relationships, or add a new
3 Click Relationships in the view bar.

The Contact Relationships view appears, displaying the selected contact.
4 In the Relationships list applet, right-click and choose New Record.

5 Choose a relationship type from the picklist.

The list will include relationship types established by your manager.
6 Click the arrow next to the Last Name field and choose the name of the related
contact from the picklist. Click Close.
The rest of the fields are filled in automatically from the Contact record.

Contacts
Contact Tasks
Associating Entitlements with a Contact 6
Entitlements are usually associated primarily with accounts, then with contacts. But
if users associate an entitlement with a contact in the Contacts screen, it will pick
up the account automatically.
To associate an entitlement with your contact

2 Select the contact for which you want to create an entitlement, or add a new
3 Click Entitlement in the view bar.

The Contact Entitlements view appears, displaying the contact you selected.
4 Select one of the following list applets:

■ Explicit Entitlements—Entitlements that are explicitly described in the
customer agreement.
■ Implicit Entitlements—Entitlements that are not explicitly described but are

otherwise implied in the agreement with the customer.
5 Right-click and choose New Record.

6 Select an entry from the Note Type field, if desired.

7 Select an entry from the Name Type field.
8 Enter the content of the entitlement in the Agreement field.
9 Enter the content of the note in the Note field.

Contacts
Contact Tasks
Creating and Modifying Service Requests for a Contact 6
Service requests are used to track customer-initiated contact that may require
simple or complex follow-up processes. New service requests may be created either
in the Service Request Contacts view or in the Contact Service Requests view. From
the Contact Service Requests view, users can:
■ Create new service requests.
■ View all service requests for a contact.
■ Modify existing service requests.
To create a service request

2 Select the contact for which you want to create a service request, or add a new
3 In the view bar, select Service Requests.

The Contact Service Requests view appears, with the contact you selected in the
form applet at the top and a list applet showing existing service requests.
4 In the Service Requests list applet, right-click and select New Record, or press
CTRL+N to create a new record.
A new record appears, filled in with a new service request number, the account
and contact names with associated address and phone information, your login
name, and the time and date. New service requests automatically have a Priority
of Medium, a Status of Open, and a Sub-Status of Unassigned filled in.
5 Enter an Abstract and fill in other fields as needed.

Users can also modify existing service requests in this window. If they have resolved
a service request, they should fill in the date and time it was resolved in the Date
Closed field and change the Status to closed.
NOTE: Drilling down on the SR number takes you to the Service Request Activities
view.

Contacts
Contact Tasks
Creating Profiles for Contacts 6
Siebel eAutomotive can track a variety of information about a contact, including a

photograph if one is available.
To create a demographic profile for a contact

2 Select the contact for which you want to create a demographic profile, or add a
new contact as described in “Adding Contacts” on page 6-11.
3 Click Profile in the view bar.

The Contact Profile view appears, with the selected contact displayed.
4 Select the Profile form applet.

5 Select values from the various picklists, and enter information in the text fields,
to the extent that you have the information.
Associating a Household with a Contact 6
A contact can be associated with a household or added to a household, either from

the Household Contacts view or the Contact Household view. Most often users will
make such associations in the Household Contacts view. Procedures for adding a
contact to a household in the Contact Household view follow.

Contacts
Contact Tasks
Adding Contacts to Households 6
To add a contact to a household

2 Select a contact record for somebody in the household to which you want to add
a household member.
3 In the view bar, select Households.

4 The Contact Household view appears, with the original contact in the form
applet at the top, and a list applet showing the households associated with the
contact.

Contacts
Charts
5 Select the Households list applet, and choose Edit ➞ New Record from the menu.
6 Fill in the fields as necessary.
Charts 6
Siebel eAutomotive provides charts to help represent information in a graphical

format.
Table 6-2 lists the Contact charts.
Table 6-2. Contact Charts and Comments
Chart Comments
Job Title Analysis Provides a chart of contacts by their job title.
State Analysis Provides a chart of contacts by state.

Contacts
Contact Administration Views
Contact Administration Views 6
The Contact Marketing Administration screens are used to configure contact

information and can be accessed from the Marketing Administration menu.
Figure 6-4 shows the Contact Administration screen.
Figure 6-4. Contact Administration Screen
To access the marketing administration contacts screen

■ Choose Screens ➞ Marketing Administration ➞ Contacts ➞ Contacts.
The Marketing Administration Contacts screen is displayed.

Contacts
Marketing Administration Tasks
Marketing Administration Tasks 6
Contact Marketing Administration Tasks include reassigning the Access Control

List, which is described in the following procedure.
To change the access list for a contact

1 Choose Screens ➞ Marketing Administration ➞ Contacts ➞ Contacts.
The Marketing Administration Contacts screen is displayed.
2 Select the contact for which you want to change the Access List.
3 Click the ellipsis (...) button next to the Access List field in the list applet.
4 Add one or more employees by following these steps:
■ Click New in the Access List dialog box.
The Add Employees dialog box appears.
■ Select an employee and click Add.
NOTE: The first employee you add to a vehicle will be marked as the primary
access. Only one employee per contact can have primary access. If you need
to change the primary access for a contact, you can do so by clicking in the
Primary field of the new employee who has primary access.

Contacts

Dealers 7
Dealers Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Dealers Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Dealers Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
Dealer Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7

Adding, Modifying, and Deleting Dealers in the My Dealers View . . . . 7-8
Establishing Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Defining Dealer Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10
Setting Up Dealer Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11
Tracking Dealer Sales and Service Information . . . . . . . . . . . . . . . . 7-12
Relating a Vehicle to a Dealer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-14
Associating a Vehicle with a Dealer . . . . . . . . . . . . . . . . . . . . . . . . 7-15
Viewing All Vehicles That Belong to the Same Organization . . . . . . . . . . .7-16
Dealer Administration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-16

Dealers
Dealers Overview
Dealers Overview 7
The Dealers screen is used in Siebel eAutomotive to assign responsibility for specific
dealers to individual OEM field representatives, and to interact with Assignment
Manager rules to assign opportunities and service requests. When used by
managers of a multi-store dealer group, it is used to track activities within
constituent dealerships, but focuses more on contact and activity management.
Dealers Screen and Views 7
Figure 7-1 on page 7-3 shows the views in the Dealers screen. In Siebel
eAutomotive, the availability of certain views and functionality can be limited
according to each user’s responsibilities. Therefore, the views you see may vary
from those shown in Figure 7-1 on page 7-3 and described in Table 7-1 on page 7-4.
Your Siebel administrator has the responsibility for updating user privileges.

Dealers
Dealers Screen and Views
A list of dealers
appears in the Dealers
list applet.
Select Dealers from Select a view from the Use queries to

the tab bar to access view bar or drill down organize your
the Dealers screen. on a hypertext link. data.
A list of views associated with A dealer form applet displays

the Dealers screen appears in details of the record selected in
the view bar. the list applet.
Figure 7-1. My Dealers View

Dealers
Table 7-1 describes the functions of the main views in the Dealers screen.
Table 7-1. Dealer Views (Sheet 1 of 2)
View Comments
My Dealers Displays dealers assigned to you. Default view for Customer Accounts.
My Team’s Dealers Displays dealers assigned to your team. This is a read-only view.
All Dealers Displays a list of all dealers set up by the administrator, within the
All Dealers Across Organizations Displays all dealers throughout your company. This includes dealers who
do not belong to your organization.
Activities Displays all the activities related to a dealer. Activities can be assigned to
the dealer level or to any one of the profiles, opportunities, contacts, or
service requests associated with a dealer.
Activity Plans Enables you to generate an activity plan for a dealer automatically. An
activity plan is a group of activities or sub-activities that are associated
with a larger activity.
Attachments Provides a list of all attachments associated with a dealer.
Categories Categories capture variable and attribute information about a dealer that
is not tracked in any standard Dealer views. For more information about
categories, see Using Siebel Applications.
Contacts Allows you to manage all your contacts for a dealer. You can associate
many contacts with a dealer and indicate which one is the primary
contact. For more information on a contact, you can drill down on a
record to access the Contact Activities view.
Explorer Allows you to view the corporate structures of your dealers and to access
the relevant information about a dealer in an Explorer format. It is a
convenient navigation tool, allowing you to drill down quickly into
additional dealer details, where you can find a list of accounts, activities,
contacts, assets, service requests, and agreements related to a specific
account.
Notes Displays and manages both shared notes and private notes for a dealer.

Dealers
Table 7-1. Dealer Views (Sheet 2 of 2)
View Comments
Opportunities Allows you to manage both opportunities and activities for your dealers.
Drill down on an opportunity to access the Opportunity Contacts view for
the contacts associated with the opportunity.
Vehicles Displays a list of the vehicles associated with a dealer.
Vehicles (Dealer Org) Displays a list of the vehicles assigned to the organization to which a
selected dealer belongs. Vehicles displayed in this view may or may not
be associated with the dealer through an ownership relationship.
Profile Displays standard information about every dealer, such as the number of
employees and the year the company was formed.
Service Requests Displays the service requests initiated by a dealer, or where the dealer has
been defined as the associated account. Generally this means that action
will be taken on the dealer’s behalf and the dealer will be notified upon
completion.
Sales and Service: Makes Displays the list of vehicle makes that a dealer sells and services.
Sales and Service: Hours Displays the hours of operation for a dealer’s sales and service
departments.
TAS ■ TAS Markets

■ Business Description
■ Trends and Objectives

Dealers
Dealers Workflow
Dealers Workflow 7
The workflow for setting up dealers is illustrated in Figure 7-2.
Add Dealer Add Dealer

Contacts Vehicles
Add Dealer
Add Dealer
Make(s)
Categories
Sold/Serviced
Siebel
eAutomotive
Dealers Screen
Add Dealer Sales/

Create Dealer Service Days/
Hours
Create Dealer
Profile
Figure 7-2. Dealers Workflow

Dealers
Business Scenario
Business Scenario 7
You are a field representative for World Motors, responsible for working with your
dealers in Michigan to ensure that they effectively represent the World Motors brand
and satisfy your shared customers. You use Siebel eAutomotive to track the dealers
you call on—noting their business, forecasts, people and activities, and
participation in cooperative advertising and other co-marketing activities—and as a
repository for documents and general information.
Managers of dealer groups similarly use Siebel eAutomotive to manage their

constituent stores.
Dealer Tasks 7
Siebel eAutomotive gives you the option of structuring your customer information
by focusing on dealers rather than contacts. You can create a dealer in any of the
Dealer views. After you enter dealer information, you add information on activities,
contacts, opportunities, and agreements associated with the dealer.
The following sections describe some of the most common dealer tasks you will be
performing with existing and prospective customers.
■ “Adding, Modifying, and Deleting Dealers in the My Dealers View”
■ “Establishing Categories” on page 7-9
■ “Defining Dealer Profiles” on page 7-10
■ “Setting Up Dealer Hierarchies” on page 7-11
■ “Tracking Dealer Sales and Service Information” on page 7-12
■ “Relating a Vehicle to a Dealer” on page 7-14
■ “Associating a Vehicle with a Dealer” on page 7-15
■ “Viewing All Vehicles That Belong to the Same Organization” on page 7-16

Dealers
Dealer Tasks
Adding, Modifying, and Deleting Dealers in the My Dealers View 7
Create a new record for every dealer that you work with in your Siebel application.
To add a dealer
1 Choose Screens ➞ Dealers ➞ My Dealers.
The My Dealers view appears.

3 Complete the fields. Some fields are described in the following table.
Field Comments
Dealer Required.
Site Description of the physical location or function of the dealership,

such “headquarters” or “corporate” or “San Francisco.”
Parent Dealer The master parent dealer in a dealer hierarchy. For an example of
a dealer hierarchy, see “Business Scenario” on page 7-7.
Synonyms A way to refer to dealers (and their sites) in the way that you
prefer. For example, a dealer named A/B, Inc., might have the
following synonyms: AB, A/B, and AB Inc.
When you search for a dealer or enter a dealer in another area of
your Siebel application, you can use the synonym instead of the
actual name.
Lock Assignment Provides information for the Territory Assignment program.

If you select Lock Assignment, the account team for the account
will not be changed automatically by the Territory Assignment
program.
Disable Cleansing Check this box to disable data cleansing. For more information
about data cleansing, see the Siebel Server Administration Guide.

Dealers
Dealer Tasks
To make other changes to a dealer

■ Modify a record by selecting a field and changing the information.
■ Cancel all the changes you’ve made to a record before you leave that record by
choosing Edit ➞ Undo Record.
■ Delete a record by selecting the row and then choosing Edit ➞ Delete Record.
NOTE: Deleting a dealer completely removes the dealer, as well as all activities
related to the dealer, from the system. If you are unsure whether the dealer is still
active (and therefore should not be deleted), you can remove yourself from the
dealer team instead of deleting the record.
Establishing Categories 7
Categories are used to track any information that you want to use to categorize
dealers, such as what competing dealerships are owned by the same dealer, or what
dealer business system the dealer uses.
To create a new category

The My Dealers view is displayed.
2 Select a dealer in the Dealers list applet.

3 Click Categories on the view bar.
The Dealer Categories view is displayed with the information on the dealer that
you selected in the My Dealers view.
4 Click in the Categories list applet.

you need does not appear in the list, click New, and enter a new one.

Dealers
Dealer Tasks

Defining Dealer Profiles 7
To define a dealer profile


3 Click Profiles on the view bar.
The Dealer Profiles view is displayed with the information on the dealer that you
selected on the My Dealers view.
4 Click in the Profiles list applet.

you need does not appear in the list, click New and enter a new one.


Dealers
Dealer Tasks
Setting Up Dealer Hierarchies 7
You can set up a hierarchical relationship between a dealer group and many dealers.
In other words, a child dealer has one parent dealer (group), and a parent may have
one or more child dealers. You can create multiple parent-child relationships
through the Parent Dealer field in the Dealers list applet that appears in many of the
views in the Dealers screen.
To use the Dealer Explorer

1 Choose Screens ➞ Customer Dealers ➞ Explorer.
The Dealer Explorer view is displayed.
2 Select the parent dealer in the Dealers explorer applet to expand the file into a
list of child dealers.
3 Double-click on any of these dealers to display further information in the Dealers

list applet.
To create new dealers using the Dealer Explorer

1 Choose Screens ➞ Customer Dealers ➞ Explorer.
The Dealer Explorer view is displayed.
2 Select a dealer that you wish to use as the parent dealer in the Dealers list applet.
The dealer is selected in the Dealers explorer applet.
3 Move the cursor to that dealer in the Dealers explorer applet.

4 Click the box marked with a plus (+) sign next to the name of the dealer.
The branch from the parent dealer opens and displays the child dealers.
5 Right-click on a Dealers folder under the specific dealer file in the Dealer
explorer applet and select Add Child.
In the Dealers list applet, the branch from the parent dealer extends to create a
new child dealer. A space is entered in the Dealers list applet to enter the new
child dealer information.

Dealers
Dealer Tasks
6 Enter the information in the Dealers list applet and then click the Dealers folder
under the specific dealer file in the Dealers explorer applet.
The new record is displayed.
7 To create a new dealer in the list applet, select the Dealers file for the company
in the applet and create a new dealer in the Dealers explorer applet by right-
clicking New Record.
8 Enter the information in the Dealers list applet and then click the Dealer file in
the Dealers explorer applet.
The new record is displayed.
9 Go to the My Dealers view.

Your new dealer is displayed.
Tracking Dealer Sales and Service Information 7
For each dealer, you can track information about which makes are sold or serviced,
and the hours of operation for its sales and service departments.
To add a make to a dealer


3 Click Sales and Service ➞ Makes on the view bar.
The Makes view is displayed with the information on the dealer that you
selected in the My Dealers view.
4 Click in the Makes list applet.

6 In the Make field, choose a make from the list of values.

7 Select the fields for Sales, Service, or Parts to indicate the availability of these
franchises for the selected make.

Dealers
Dealer Tasks
To list hours for a dealer


3 Click Sales and Service ➞ Hours on the view bar.
The Hours view is displayed with the information on the dealer that you selected
on the My Dealers view.
4 To specify sales department hours, click in the Sales Hours list applet; to specify
service department hours, click in the Service Hours list applet.
The next step applies to both the Sales Hours and Service Hours list applets.
5 For each day of the week that the department is open, do the following:
■ Choose Edit ➞ Add New Record.
■ Select the Day of the week to specify hours for.
■ Enter a Start Time and an End Time for the day.

Dealers
Dealer Tasks
Relating a Vehicle to a Dealer 7
Dealer vehicles are vehicles that are owned by or related to a dealer. Dealer-owned
vehicles are those vehicles for which the dealer is specified as the owning account.
Such vehicles may or may not be available for sale. Dealer-related vehicles are those
for which the dealer is identified as a related account, but not the owner. Examples
include the selling dealer and the servicing dealer. Dealer-org vehicles are vehicles
that are assigned to the same organization as the dealer.
The following procedure assigns vehicles to dealers in the My Dealers view. An

existing vehicle can also be assigned to a dealer from the Vehicles screen by
selecting a dealer in the Account field in either the Vehicles list or the Vehicle form
applet, or by adding an account through the Related Accounts applet in the Vehicle
Summary view.
To relate a vehicle to a dealer


3 Click Vehicles on the view bar.
The Dealer Vehicles view is displayed with the information on the dealer that
you selected on the My Dealers view.
4 Click in the Related Vehicles list applet.

6 In the Product field, choose a product from the list of values.


Dealers
Dealer Tasks
Associating a Vehicle with a Dealer 7
The following procedure starts from the My Dealers view, but accounts can also be
associated with vehicles through the Vehicles applet in the Vehicles view on the
Dealers screen.
To directly associate a vehicle with a dealer

The My Dealers view appears.
2 Select a dealer from the Dealers list applet.

The Dealer Vehicles view appears, displaying the dealer you selected.
4 In the Vehicles list applet, press CTRL+N to create a new record.

5 Select a Vehicle from the Add Vehicles dialog box.

6 Specify a relationship between the dealer and the vehicle in the Relation field.

Dealers
Dealer Administration Tasks
Viewing All Vehicles That Belong to the Same Organization 7
The Dealer Org Vehicles view displays a list of all vehicles that belong to the same
organization as a selected dealer.
To view all vehicles associated with an organization

1 Choose Screens ➞ Dealers ➞ All Dealers.
The All Dealers view appears.
2 Select a dealer from the Dealers list applet.

3 In the view bar, select Vehicles (Dealer Org).
The Dealer Org Vehicles view appears, displaying the dealer you selected and all
the associated vehicles.
Dealer Administration Tasks 7
There are no administration tasks associated with dealers in Siebel eAutomotive.

Opportunities 8
Opportunities Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Opportunities Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Opportunities Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
Tasks for Using Opportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9

Adding, Modifying, and Deleting Opportunities . . . . . . . . . . . . . . . . 8-10
Associating Contacts with an Opportunity . . . . . . . . . . . . . . . . . . . 8-11
Associating Accounts with an Opportunity . . . . . . . . . . . . . . . . . . . 8-12
Associating Products with an Opportunity . . . . . . . . . . . . . . . . . . . 8-13
Associating Quotes with an Opportunity . . . . . . . . . . . . . . . . . . . . 8-14
Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-15
Opportunities Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-15
Opportunities Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17

Changing Sales Team Members . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-18

Opportunities
Opportunities Overview
Opportunities Overview 8
An opportunity is a potential revenue-producing event. An opportunity often has a

close date, a win probability, and a sales team. It is typically related to one or more
accounts, contacts, products, decision issues, activities, or competitors.
The views in the Opportunities screen are designed for relationship managers and
salespeople who are responsible for managing and generating revenue.
Using the Opportunities screen includes completing the following activities:
■ Creating new opportunities for new and existing accounts or contacts
■ Updating existing opportunities
■ Viewing all information about an opportunity
■ Performing any kind of activity related to an opportunity, such as creating

activities

Opportunities
Opportunities Views
Opportunities Views 8
Figure 8-1 shows the views in the Opportunities screen. In all Siebel products, the
availability of certain views and functionality can be limited according to each
user’s responsibilities; therefore, the views you see may vary from those shown in
Figure 8-1. Generally, the Siebel administrator has responsibility for updating
responsibilities.
Figure 8-1. All Opportunities Across Organizations View

Opportunities
Opportunities Views
Table 8-1 describes the functions of the specialized views in the Opportunities
screen.
NOTE: To display views that may not be visible in the view bar, use the scroll arrows
at the bottom of the list to move up and down the view listing. Some views have
arrows next to them, and clicking one of these arrows will display a submenu of
available views.
Table 8-1. Main Opportunities Views (Sheet 1 of 3)
View Comments
My Opportunities Displays a list of opportunities assigned to you. Typically, you add new
opportunities in this view.
My Team’s Opportunities Displays a list of opportunities assigned to your team. This is a read-only view.
All Opportunities Across Displays all opportunities throughout your company. This includes opportunities
Organizations that do not belong to your organization.
Account Briefing Displays a complete view of an account across all touch points, including recent
news, a detailed company profile, sales opportunities, service requests, and
activities.
All Opportunities Displays a list of all opportunities throughout your company, within the
Account Detail For business-to-business selling, provides a view of an opportunity, the address
for its associated account, and a list of activities associated with that account and
opportunity.
Activities Displays activities associated with an opportunity.
Activity Plans Provides a method of associating activity plan templates with an opportunity. An
activity plan template is a set of activities directed toward a specific business goal
or marketing technique.
Assessments Provides a method of associating assessment templates with an opportunity. An

assessment template is set of attributes used to assess the business potential of
the opportunity.
Attachments Displays attachments associated with an opportunity.

Opportunities
Opportunities Views
View Comments
Campaign Leads Allows you to enter opportunities resulting from campaigns.
Categories Displays categories associated with an opportunity.
Competitors Displays competitors associated with an opportunity and records the details of
the competitors’ proposals and marketing tactics.
Contacts Displays contacts associated with an opportunity.
Decision Issues Displays decision issues associated with an opportunity.
Opportunity Explorer Provides a hierarchical display of the information related to opportunities. You
can drill down quickly into the contacts, products, activities, and notes (and so
on) related to an opportunity.
Forecasts Tracks revenue within opportunities and presents a summary view of data.
Manager’s Explorer Displays a hierarchical view of the opportunities assigned to a manager.
Notes Allows you to record unstructured responses and share notes with your sales
team.
Organization Analysis Displays the organizational relationship among contacts associated with an
opportunity.
Partners Displays accounts associated with an opportunity that are designated as partners.
Presentations Allows you to develop opportunity presentations using a template targeted for
your subject matter.
Products Tracks the product interest for an opportunity and lets you quickly provide
customers with detailed information on the products that interest them. You may
associate products and services from the product catalog with a specific
opportunity.
Profiles Captures critical, qualifying information about an opportunity through a call

script that guides you through a series of questions. Analyzes data by using
queries to find opportunities that match specific criteria. Use the charts to see
which opportunities qualify as part of your target market.
Projects Enables you to create projects related to an opportunity.
Proposals Enables you to add a proposal to an opportunity.

Opportunities
Opportunities Views
View Comments
Quotes Displays all the quotes associated with an opportunity, and provides a method
for adding new quotes. For more information about the Quotes screen, see
Chapter 12, “Quotes,” and the online help for the Quotes screen.
Skills Displays the skills required to close an opportunity.
Vehicles Displays all vehicles associated with an opportunity through their allocation to a
quote associated with the opportunity.
TAS Enables you to assess and plan Target Account Selling (purchased separately).
Charts Displays charts that analyze accounts based on a variety of criteria.

Opportunities
Opportunities Workflow
Opportunities Workflow 8
Figure 8-2 is based on some of the tasks that are described in “Tasks for Using
Opportunities” on page 8-9.
A sso cia te O n e o r M o re
C re a te , M o d ify, o r D e le te
C o n ta cts w ith
O p p o rtu n itie s
O p p o rtu n itie s
Siebel R e co rd C o m p e tito rs
D e ve lo p D e a l T e rm s eAutomotive C o m p e tin g fo r th e
fo r th e T ra n sa ctio n Opportunities O p p o rtu n ity a n d th e
Screen T e rm s o f th e P ro p o sa ls
A sso cia te a n A cco u n t w ith

a n O p p o rtu n ity
Figure 8-2. Opportunities Workflow
NOTE: Once an opportunity is created, users can associate the opportunity with any
of the other options.

Opportunities
Business Scenario
Business Scenario 8
The following scenario is a business-to-business scenario, but opportunities are

used in much the same way for consumers. The main difference is that for a
consumer opportunity, the contact would not be associated with an account and
might be associated with a household.
You are a fleet sales representative at an automotive dealership. A representative of

ACME Industries calls to tell you that she is authorized to buy a dozen sedans over
the next three months for her department. You take her name, retrieve her contact
information, and create an opportunity associated with ACME Industries, the
account associated with this contact.
You take notes during the conversation that you associate with the opportunity, and
record them in the Opportunity Notes view.
In the course of the conversation you discover that she has also called two
competing dealerships: one that sells the same product line as you, and one that
sells a competing make of car. You record this information in the Opportunity
Competitors view.
She is interested in two different sedan models that you sell. You record this
information in the Opportunity Products view.

Opportunities
Tasks for Using Opportunities
Tasks for Using Opportunities 8
The following sections describe some of the most common tasks performed in the
Opportunities screen:
■ “Adding, Modifying, and Deleting Opportunities” on page 8-10
■ “Associating Contacts with an Opportunity” on page 8-11
■ “Associating Accounts with an Opportunity” on page 8-12
■ “Associating Products with an Opportunity” on page 8-13
■ “Associating Quotes with an Opportunity” on page 8-14
For information on other tasks related to Opportunities, see the Online Help.
NOTE: The procedures in this chapter describe using the My Opportunities view, but
they can also be performed from the Team’s Opportunities view or the All
Opportunities view.

Opportunities
Adding, Modifying, and Deleting Opportunities 8
Every time you identify a separate or unique opportunity, create a new record in
your Siebel application. If two or more individual opportunities eventually become
one bigger opportunity, you can combine them.
To add an opportunity
1 Choose Screens ➞ Opportunities ➞ My Opportunities.
The My Opportunities view appears.

A blank record is added.

If this opportunity is for business-to-business selling, select an account to
associate with it.
To make other changes to an opportunity

NOTE: Deleting an opportunity completely removes the opportunity, as well as all

activities related to the opportunity, from the system. If you are unsure whether the
opportunity is still active (and therefore should not be deleted), you can remove
yourself from the opportunity’s team instead of deleting the record.

Opportunities
Associating Contacts with an Opportunity 8
You can capture information about contacts related to an opportunity. When you
associate a contact with an opportunity, you create a relationship between the two.
One opportunity can have many contact records associated with it, and vice versa.
It is by associating an opportunity with a contact that an opportunity can be
associated with a household for business-to-consumer selling. For business-to-
business selling, an opportunity can be associated with either a contact or an
account.
In the Opportunity Contacts view, you can:
■ Create new contacts.
■ View all contacts for an opportunity.
■ Modify existing contacts.
■ Drill down on an individual contact to create activities for that contact and
company.
For more information about contacts, see Chapter 6, “Contacts.”
To associate a contact with an opportunity

2 Select the opportunity with which you want to associate a contact.
NOTE: When selecting the opportunity, do not click a hyperlink (underlined)

field or you will go to another view.
3 Click the ellipsis (...) button next to the Last Name field in the Opportunity form
applet.
The Contacts multi-value-group dialog box appears, showing any contacts

currently associated with the opportunity.

Opportunities
4 Click New.
The Add Contacts dialog box appears.
5 Select a contact and click Add.

If this is the first contact associated with the opportunity, it is automatically
designated as the primary contact. Otherwise, if you want this contact to be the
primary contact, you must click in the Primary field of this contact.
6 Close the Contacts multi-value-group dialog box.

Only the primary contact appears in the Last Name field in the Opportunity form
applet. To view a list of all contacts associated with the opportunity, go to the
Opportunity Contacts view by choosing Screens ➞ Opportunities ➞ Contacts.
For more information about contacts, see Chapter 6, “Contacts.”
To make changes to a contact associated with an opportunity

Associating Accounts with an Opportunity 8
For business-to-business selling, multiple accounts can be associated with an

opportunity, although only one account can own the opportunity.
Although only one account can become the owner of a vehicle, accounts providing
vehicle-related services such as extended warranties, financing, insurance,
accessories, and so on may also be associated with an opportunity. Related
accounts involved in the selling process are associated with an opportunity through
the Partners screen.
For business-to-consumer selling, an opportunity can be associated with a contact,

which may in turn be associated with a household.
For more information about accounts, see Chapter 5, “Accounts.”

Opportunities
To associate an account with an opportunity

2 Select the opportunity with which you want to associate an account.

3 Click on the down arrow next to the Account field, select an account from the
Pick Account dialog box, and then click Pick.
4 Complete the fields as needed.
Associating Products with an Opportunity 8
Keeping track of which products your customer is interested in provides important

information about the opportunity. Almost every vehicle sales opportunity will at
some point in the sales cycle involve association of one or more products with the
opportunity. Keeping track of products can also help you more quickly prepare a
quote.
To associate products with an opportunity

2 Select the opportunity with which you want to associate a product.

3 Click Products on the view bar.

The Opportunity Products view appears.
4 Select the Products list applet.

Opportunities

6 Click on the down arrow beside the Product field, select a product from the Pick
Product dialog box, and then click Pick.
For more information about products, see Chapter 10, “Products.”
7 Complete the fields as needed.

Now that you have products listed, they will automatically be included if you create
a quote for this customer using the AutoQuote feature.
Associating Quotes with an Opportunity 8
Quotes can be created either through the Opportunities screen or through the
Quotes screen. Quotes are how Siebel eConfigurator is accessed, and where vehicles
are allocated to an opportunity. The following procedure describes how to create a
new quote associated with an opportunity. Existing quotes can be associated with
an opportunity through the Quotes screen.
To create a quote associated with an opportunity

1 Choose Screens ➞ Opportunities ➞ Quotes.
The Opportunity Quotes view is displayed.
2 With an opportunity active, click AutoQuote.

A new quote record appears with the Quote Number and Opportunity fields
filled in.
3 Click somewhere in the applet that is not on the new quote record.
The Name field is filled in.
4 Click on the hyperlink in the Name field.

The Quote Line Items view appears. For more information on quote line items,
see Chapter 12, “Quotes.”

Opportunities
Charts
Charts 8
Siebel eAutomotive provides charts to help represent financial information in a

graphical format.
Opportunities Charts 8
Table 8-2 list the Opportunities charts.
Table 8-2. Opportunities Charts (Sheet 1 of 2)
Chart Comments
Activity Analysis Charts the activities associated with a given opportunity

by activity type.
Competitor Frequency Analysis Charts the number of opportunities in which a given

competitor is involved.
Current Opportunity Analysis Charts the current opportunity by total deal size and
sales stage.
Lead Quality Analysis by Rep Charts the number of opportunities, opportunity

revenue, or average opportunity revenue by the quality
of the opportunity lead.
Lead Quality Analysis by Charts the number of opportunities, opportunity

Organization revenue, or average opportunity revenue by the quality
of the opportunity lead for each organization.
Lead Source Analysis Charts the number of leads received from each relevant
lead source, by time period. This allows analysis of the
relative effectiveness of different promotions or lead
generation techniques.
Lead Source Pipeline Analysis Charts opportunities by sales stage for each lead source.
Correlates the source of the lead with the speed with
which it moves through the sales cycle.
New Business Analysis Charts the number of opportunities, opportunity

revenue, or average opportunity revenue by the date on
which the opportunity was created.

Opportunities
Charts
Table 8-2. Opportunities Charts (Sheet 2 of 2)
Chart Comments
Pipeline Analysis Provides two charts:

Pipeline Analysis. Represents number of opportunities
by sales stages.
Pipeline Revenue. Represents opportunity revenue by
sales stage.
Pipeline Analysis by Rep Charts the number of opportunities, opportunity

revenue, or average opportunity revenue by primary
sales team member.
Probability Analysis by Rep Charts the number of opportunities, opportunity

revenue, or average opportunity revenue by opportunity
probability.
Probability Cluster Analysis Charts opportunity revenue by probability.
Product Analysis Charts the number of opportunities by product.
Pipeline Analysis by Charts the number of opportunities, opportunity

Organization revenue, or average opportunity revenue by
organization.
Revenue Analysis by Rep Charts revenue by sales representative.
Sales Pipeline Analysis Charts percentage of revenue quota or percentage of

count quota by specified sales stages.
Sales Pipeline Phase Analysis Charts the percentage of revenue quota or percentage of
count quota by specified sales phases.
Size Analysis Charts the number of opportunities by revenue range.
Source Analysis Charts the number of opportunities, amount of

commitment, or amount of loans by lead source type
and time.
Territory Analysis Charts the number of opportunities by sales territory.
Sales Method Bar Charts the number of opportunities or opportunity

revenue by sales method in a bar chart format.
Sales Method Pie Charts the number of opportunities or opportunity

revenue by sales method in pie chart format.

Opportunities
Opportunities Administration
Opportunities Administration 8
Through the Marketing Administration screen, administrators can edit and delete
opportunity records, including secured opportunity records, and change the sales
team associated with an opportunity.
Figure 8-3 shows the Opportunity Administration screen.
Figure 8-3. Opportunity Administration Screen
To access the marketing administration opportunities screen

1 Choose Screens ➞ Marketing Administration ➞ Opportunities.
The Marketing Administration Opportunities screen is displayed.

Opportunities
Changing Sales Team Members 8
The main task performed on the Marketing Administration Opportunities screen is

making changes to the sales team associated with opportunities.
To add a sales team member

2 Click on the opportunity whose sales team you want to add to in the
Opportunities list applet.
3 Click on the ellipsis (...) button next to the Sales Team field in the Opportunity
form applet.
The Sales Team Members multi-value-group dialog box appears, showing the
current sales team members.
4 Click New.
The Add Employees dialog box appears.
5 Select the employee you want to add to the sales team and click Add.
If this is the first sales team member associated with the opportunity, it is
automatically designated as the primary team member. Otherwise, if you want
this team member to be the primary one, you must click in the Primary field of
this team member.
6 Click Close in the Sales Team Members dialog box.
To delete a sales team member

2 Click on the opportunity whose sales team you want to delete members from in
the Opportunities list applet.
3 Click on the ellipsis (...) button next to the Sales Team field in the Opportunity
form applet.
The Sales Team Members multi-value-group dialog box appears, showing the
current sales team members.

Opportunities
4 Select the team member you want to delete.

5 Click Delete.
The team member is deleted.
For more information about Opportunities Administration, see the Siebel

Applications Administration Guide or the Online Help.

Opportunities

Vehicles 9
Vehicles Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Vehicles Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
Vehicles Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5
Vehicles Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7

Adding Vehicles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7
Associating an Account with a Vehicle . . . . . . . . . . . . . . . . . . . . . . . 9-9
Associating a Contact with a Vehicle . . . . . . . . . . . . . . . . . . . . . . . 9-10
Associating an Image with a Vehicle . . . . . . . . . . . . . . . . . . . . . . . 9-11
Associating Options with a Vehicle . . . . . . . . . . . . . . . . . . . . . . . . 9-12
Vehicle Administration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13

Changing the Status of a Vehicle . . . . . . . . . . . . . . . . . . . . . . . . . . 9-14

Vehicles
Vehicles Overview
Vehicles Overview 9
In Siebel eAutomotive, vehicles are a specialized kind of asset. Vehicles can be

owned by an account, a dealer, or an individual contact. Vehicles can also be
associated in relationships other than ownership. Every vehicle is an instance of a
defined Product.
Using the Vehicles screen includes completing the following activities:
■ Creating new vehicles
■ Updating existing vehicles
■ Viewing all information regarding a vehicle
■ Performing tasks involving a vehicle, such as updating options associated with

a vehicle
■ Maintaining relationships between contacts and accounts and a vehicle, such as

owner account (or contact), selling dealer, selling individual (for a used vehicle),
or finance and insurance company.

Vehicles
Vehicles Screen and Views
Vehicles Screen and Views 9
Figure 9-1 shows an example of a view in the Vehicles screen. In all Siebel products,
the availability of certain views and functionality is limited according to each user’s
responsibilities; therefore, the views that users see on the view bar may vary from
those shown in Figure 9-1.
Figure 9-1. Vehicle Detail View

Vehicles
Vehicles Screen and Views
Table 9-1 lists the views in the Vehicles screen:
Table 9-1. Views of the Vehicles Screen
View Comments
All Vehicles A list-form view that displays all the vehicles in your database.
All Vehicles across Displays all vehicles throughout your company. This includes
Organizations vehicles that do not belong to your organization.
Vehicle Detail A list-form view that displays most of the fields for a vehicle in the
form applet.
Features and Displays the standard features and specifications common to all
Specifications vehicles of this type.
Financial Detail Tracks information about a vehicle’s ownership and financing

status. This view includes an Accounts list applet to track financing
and insuring companies associated with a vehicle.
Options Records and tracks options that apply to a vehicle. Displays all
options valid for that vehicle.
Service Requests Records and tracks service requests associated with a vehicle.
Summary Displays contacts, accounts, and service requests associated with a

vehicle, giving an overview of the relationship of the vehicle to
various other objects.
Tracking Records and tracks significant events and dates associated with a
vehicle.
Vehicle Image Displays an image that was associated with a vehicle in a Vehicle list
applet.

Vehicles
Vehicles Workflow
Vehicles Workflow 9
Figure 9-2 is based on some of the tasks found in “Vehicles Tasks” on page 9-7.
Im p o rt V e h icle s
th ro u g h E IM
Im p o rt a n d
R e vie w V e h icle E n te r V e h icle s
S u p p ly C h a in M a n u a lly
In fo rm a tio n
Siebel
eAutomotive
Vehicles Screen
R e vie w a n d U p d a te V e h icle
U p d a te V e h icle A cco u n t a n d
U sa g e a n d C o n ta ct
S ta tu s R e la tio n sh ip s
R e vie w a n d
U p d a te V e h icle
S e rvice H isto ry
Figure 9-2. Vehicles Workflow

Vehicles
Business Scenario
Business Scenario 9
You are a call center representative for an automotive manufacturer. All the data
about sold vehicles has been imported into Siebel eAutomotive from legacy
systems.
You receive an inbound call from a customer who has a question about getting
service for his car. You ask the caller for the vehicle VIN number, but he does not
know it. You search on his last name and phone number in the All Contacts view,
and then go to the Contact Vehicles view to find that two vehicles are associated
with this contact. From the vehicle make and model, you identify the correct VIN
and drill down on the VIN to access the Vehicles screen, from which you can find
detailed information about the vehicle such as where and when it was built, its
service and transaction history, and the individual contacts and accounts that are
associated with the vehicle. See “Views of the Vehicles Screen” on page 9-4 for more
information about the views on the Vehicles screen.

Vehicles
Vehicles Tasks
Vehicles Tasks 9
■ “Adding Vehicles”
■ “Associating an Account with a Vehicle” on page 9-9
■ “Associating a Contact with a Vehicle” on page 9-10
■ “Associating an Image with a Vehicle” on page 9-11
■ “Associating Options with a Vehicle” on page 9-12
Adding Vehicles 9
Most Vehicle records are entered into Siebel eAutomotive through EIM rather than
through manual entry. The following procedure describes how to manually enter a
vehicle record. It includes a table that lists and describes selected fields that are
specific to Vehicles. For more information about Vehicle records, see Chapter 10,
“Products.”
To add a vehicle
1 Choose Screens ➞ Vehicles ➞ All Vehicles.
The All Vehicles view appears.
2 Right-click the Vehicles list applet and select New Record.


Vehicles
Vehicles Tasks

Table 9-2 describes the required fields and other selected fields in the Vehicles
applet.
Table 9-2. Specialized Fields of the Vehicles Applet
Feature Comments
Product Required field. The type of product that the vehicle is. Select a
product from the list of available products.
VIN Vehicle Identification Number.
New/Used Select the type of vehicle.
Owned By Select the type of owner. Values may include Dealer, Account,
Consumer, and Contact.
Purchase Type Select the type of purchase for the vehicle. Values may include Lease
and Loan.
Location An optional field that allows the location of a vehicle to be noted.
Odometer UoM Miles or kilometers.
Reading Date Date of most recent odometer reading.
Status Select the status of the vehicle. Values may include Available,
Allocated, Demo, In Stock, Leased, and Loaner. Only vehicles with
a status of Available can be allocated to a quote. Allocating an
available vehicle to a quote automatically changes its status to
Allocated.
Sold By Select the type of seller.

Vehicles
Vehicles Tasks
Associating an Account with a Vehicle 9
A vehicle can be owned by an account (a dealer, for vehicles in dealer inventory, or

the buyer of the vehicle in a business-to-business transaction), a contact (in a
business-to-consumer sale), or both (for example, an individual driving a company
car). In either case, additional accounts can be related to vehicles through the
Vehicle Summary or Financial Detail view on the Vehicles screen. Accounts
associated through these views are associated with no ownership implications, but
are used to track accounts that have an interest in the vehicle, such as a finance
company, selling dealer, insurance company, or service provider.
The difference between owner accounts and more loosely related accounts are
shown clearly on the Account Vehicles view. Vehicles owned by an account appear
in the Vehicles list applet, and vehicles otherwise related to the account are shown
in the Related Vehicles list applet.
The following procedures assume that the account has already been created.
To associate a related account with a vehicle

2 Select the vehicle with which you want to associate a related account, or add a
new vehicle as described in “Adding Vehicles” on page 9-7.
3 Click Summary in the view bar.

The Vehicle Summary view appears.
NOTE: Related accounts can also be associated with a vehicle by following the
same steps in the Financial Detail view.
4 Right-click in the Accounts list applet and select New Record.

A blank row is added to the list and the Add Accounts dialog box appears.
5 Select an Account from the list, or add a new Account.

Vehicles
Vehicles Tasks
6 In the Relation field, choose from the list of values.
NOTE: Only one Account per vehicle can have a relation of owner.
To associate an owner account with a vehicle

2 Select the vehicle with which you want to associate an owner account, or add a
new vehicle as described in “Adding Vehicles” on page 9-7.
3 Click the down arrow next to the Account field in the Vehicle form applet.
The Pick Account dialog box appears.
4 Select an Account from the list and click Pick.

5 Click the down arrow next to the Owned By field, and select Account from the
list of values.
Associating a Contact with a Vehicle 9
Multiple contacts can be associated with a single vehicle, but only one contact can
be designated as the primary contact.
The following procedure assumes that the contact has already been created.
To associate a contact with a vehicle

2 Select the vehicle to which you want to associate a contact, or add a new vehicle
as described in “Adding Vehicles” on page 9-7.
3 Click the ellipsis (...) button next to the Contact field in the form applet.

Vehicles
Vehicles Tasks
4 Add one or more contacts by following these steps:

■ Click New in the Contacts dialog box.
The Add Contacts dialog box appears.
■ Select one or more contacts and click Add.
■ Specify the Relationship of the contact to the vehicle by selecting from the
list of values.
NOTE: The first contact you add to a vehicle will be marked as the primary
contact. Only one contact per vehicle can be the primary contact. If you need
to change the primary contact for a vehicle, you can do so by clicking in the
Primary field of the new primary contact.
5 Click Close in the Contacts dialog box.
Associating an Image with a Vehicle 9
Images are a type of literature, and are created in the same way as other literature
files. For more information about creating literature files, see the Siebel Applications
Images can be associated with a vehicle in any view that has a Vehicles list applet.
Images associated with a vehicle are viewed in the Vehicle Image view.
To associate an image with a vehicle

2 Select the vehicle to which you want to associate an image, or add a new vehicle
as described in “Adding Vehicles” on page 9-7.
3 Click the down arrow next to the Image File Name field in the Vehicles list applet
and select an image file from the picklist.

Vehicles
Vehicles Tasks
To view a vehicle image

2 Select the vehicle whose image you want to view.

3 Click Vehicle Image in the view bar.
The Vehicle Image view appears, displaying the image file.
Associating Options with a Vehicle 9
The Vehicle Options view displays all the options that are valid for a vehicle based
on the type of vehicle it is, and the options that are associated with that individual
vehicle. From this view, you can add or remove associated options.
In general, options are imported as part of the vehicle information through EIM. The
following procedure describes how to manually associate options with a vehicle.
To associate options with a vehicle

2 Select the vehicle with which you want to associate an option, or add a new
vehicle as described in “Adding Vehicles” on page 9-7.
3 Click Options in the view bar.

4 Right-click in the Options list applet, and select New Record.
5 Click the down arrow next to the Base Code field and select an option from the
picklist.
6 Enter a Quantity, if desired.

All the other fields are read-only. They are filled in when the Base Code is
selected.

Vehicles
Vehicle Administration Tasks
Vehicle Administration Tasks 9
Through the Application Administration screen, administrators can change the

status of a vehicle from Allocated to Available. There are also administrative tasks
that affect vehicles in the Products and Literature views. See Chapter 10, “Products”
for information about Product administration, and see the Siebel Applications
Administration Guide for information about administering Literature.
Figure 9-3 shows the Vehicle Administration screen.
Figure 9-3. Vehicle Administration Screen
To access the vehicle administration screen

1 Choose Screens ➞ Application Administration ➞ Vehicles.
The Vehicle Administration screen is displayed.

Vehicles
Vehicle Administration Tasks
Changing the Status of a Vehicle 9
The main task performed in the Vehicle Administration screen is changing the status
of a vehicle from Allocated to Available. This view should not ordinarily be used; it
exists only to correct errors when a vehicle has been removed from a quote but its
Status field still indicates that it is allocated. For more information about vehicle
allocation, see “Allocating Vehicles to a Quote” on page 12-20.
To change the status of a vehicle

1 Choose Screens ➞ Application Administration ➞ Vehicles.
2 Click on the vehicle whose status you want to change.
3 Click on the arrow next to the Status field in the Vehicles list applet.
4 Select the new status.

Products 10
Products Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Products Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3
Products Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6
Tasks for Using Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7

Viewing Pricing Information About a Product . . . . . . . . . . . . . . . . . 10-7
Comparing Product Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8
Product Administration Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10
Product Marketing Administration Tasks . . . . . . . . . . . . . . . . . . . . . . 10-12

Managing Product Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12
Managing Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14

Products
Products Overview
Products Overview 10
Consistent product and price list information allows your company to sell its
products more effectively.
Siebel eAutomotive provides a collection of views to track the unique aspects of

vehicle and equipment products. In Siebel eAutomotive, products can be vehicles,
features, options, or option groups.
The Products screen is designed to provide access to general product information

associated with the selling process, analogous to information listed in a product
catalog. The Vehicles screen is designed to provide access to information about
physical vehicles.
Your marketing administrator sets up the product and pricing information in your
Siebel application.
Using the Products screen includes completing the following activities:
■ Viewing lists of products
■ Obtaining information about each product
■ Comparing products by feature
■ Viewing literature about a product

Products
Products Views
Products Views 10
Figure 10-1 shows the views in the Products screen. In all Siebel products, the
user’s responsibilities; therefore, the views you see may vary from those shown in
Figure 10-1. Generally, the Siebel administrator has responsibility for updating user
privileges.
Figure 10-1. All Products View

Products
Products Views
Table 10-1 describes the functions of the various views in the Products screen.
Table 10-1. Product Views (Sheet 1 of 2)
View Function
All Products Displays a list of all products defined by the administrator,

within the organization to which you belong.
All Products (Vehicles) Same as All Products, but displays additional fields relevant
to vehicle products. The administrator may provide a
predefined query to restrict the products displayed to
vehicle products only.
Standard Features and A read-only view that provides information about the
Specifications aspects of a product that are standard.
Options A read-only view that provides information about the

aspects of a product that are optional.
All Products Across View all products throughout your company. This includes
Organizations products that do not belong to your organization.
For more information on products, see the Siebel
Attachments Displays attachments associated with a product.
Details Displays the component products, key features, product

comparisons, literature, and price lists for each product.
Key Features and Product Displays the key features of the product.
Image
Literature Displays literature about a particular product.
Cost Lists Displays the cost lists associated with the product.
Required when the Siebel Pricing Configurator is used to
develop product prices dynamically; optional otherwise.
Price Lists Displays all the price lists associated with a product.
Displays detailed information about the price list, including
payment terms and freight terms.
Note that you can also look up prices for specific products
in the Price Lists applet of the Product Details view and in
the Product Price Lists view.

Products
Products Views
Table 10-1. Product Views (Sheet 2 of 2)
View Function
Product Comparison Displays a feature-by-feature comparison of a product with

other related products.
Product Defects Displays the known issues for a product that are entered
through the Service Request tracking process.
Product Field Service Tracks service information, primarily for heavy vehicles
Details (trucks, construction equipment, and agricultural
equipment). Generally used only by customers that are
using Siebel Field Service.
Measurements Tracks information used to trigger maintenance alerts and to

verify performance of a vehicle. Generally used only by
customers that are using Siebel Field Service.
Warranties May be used to record optional information about extended

warranties purchased with a vehicle, or warrantable
components in heavy vehicles. Generally used only by
customers that are using Siebel Field Service.

Products
Products Workflow
Products Workflow 10
Users access Products either to inform a customer of the details of a given product
or to educate themselves about new products or changes to existing offerings.
Figure 10-2 is based on some of the tasks described in “Tasks for Using Products”
on page 10-7.
A sso cia te
S e t U p P ro d u ct
F e a tu re s w ith
F e a tu re s
P ro d u cts
Set Up
A sso cia te
S e t U p P ro d u ct P ro d u cts
S p e cifica tio n s w ith
L in e s (V e h icle s)
P ro d u cts
(O p tio n s)
S e t U p P ro d u ct A sso cia te O p tio n s

S p e cifica tio n s w ith P ro d u cts
A sso cia te
F e a tu re s w ith
P ro d u ct O p tio n s
Figure 10-2. Products Workflow

Products
Tasks for Using Products
Tasks for Using Products 10
As you work with customers and prospects, you will be describing, recommending,
and selling products. The following sections describe some of the most common
tasks you will perform.
■ “Viewing Pricing Information About a Product”
■ “Comparing Product Features” on page 10-8
For more information on creating and administering products, see the Siebel
Viewing Pricing Information About a Product 10
Your administrator has set up price lists and put products and their associated prices
on the price lists. As part of your interaction with customers and prospects, you will
probably need to give them pricing information.
To view pricing information about a product

1 Choose Screens ➞ Products ➞ All Products.
The All Products view is displayed.
2 Select the product for which you want to view the prices; product prices have
already been created by your administrator.
For more information on creating price lists, see the Siebel Applications
3 Click Price Lists in the view bar.

The Product Price Lists view appears.
4 Select the Price Lists applet.

You can see the prices for this product on all the price lists.

Products
Comparing Product Features 10
As you discuss your products and their benefits with your customers and prospects,
a feature-by-feature comparison list will help you compare your company’s related
products. This is useful in preparing for meetings and during sales calls or
telephone conversations.
Your marketing administrator sets up product comparisons. For more information

on setting up product comparisons, see the Siebel Applications Administration
Guide.
Once product features and options have been set up with Siebel eAutomotive, Siebel
eDealer can display them to customers, dealers, and partners over the Internet. For
more information on Siebel eDealer, see the Siebel eAutomotive eDealer .COM
Applications Guide.
NOTE: If you want to compare your company’s products with those of your
competitors, use the Competing Product Comparisons view. Choose Screens ➞
Competitors ➞ Competing Product Comparisons.
To compare product features

1 Choose Screens ➞ Products ➞ All Products.
The All Products view is displayed.
2 Select the product for which you want to compare features; product feature
comparisons have already been created by your administrator.
For more information on creating feature comparisons, see the Siebel

3 Click Product Comparison in the view bar.

The Product Comparison view appears.
4 Select the Product Comparison list applet.

Each column shows a related product. Each row shows information about the
specific feature for each product.

Products
To view literature about a product

1 Choose Screens ➞ Products ➞ Product Details.
The Product Details view is displayed.
2 Click the Literature list applet at the bottom of the screen and double-click the
items to view the literature.

Products
Product Administration Views
Product Administration Views 10
The Product Marketing Administration screens are used to configure product

information and can be accessed from the Marketing Administration menu.
Figure 10-3 shows the Product Administration screen.
Figure 10-3. Product Administration Screen

Products
Product Administration Views
Table 10-2 contains views and descriptions for the Marketing Administration
Products screen.
Table 10-2. Marketing Administration Products Views
View Comments
Products (Vehicles) Provides a list of all vehicle Product Lines in the Siebel
database.
Options Defines optional components of a product that vary from

instance to instance of a product. Options must first be
defined as products and then may be associated with
another product as an option. Options must also be
designated as assets.
Features and Specifications Defines the standard features and specifications common to
all instances of a product.
Products Provides a list of Product lines.

Product Details Provides Product details such as related products, product
comparisons, literature, and price list.
Product Detail Price Lists Provides price list information associated with products.
Product Field Service Provides Product details, such as inventory status, and
Details acceptable substitute products.
Product Images Attaches an image to a product definition.
Product Measurements Provides acceptable measurement range information about

the product. Most often used with Field Service.

Products
Product Marketing Administration Tasks
Product Marketing Administration Tasks 10
Product Marketing Administration tasks include tasks for managing product lines,
and tasks for managing products. These tasks are described in the following
sections:
■ “Managing Product Lines”
■ “Managing Products” on page 10-14
To access the marketing administration screens for products

■ Choose Screen ➞ Marketing Administration ➞ Products.
The Marketing Administration menu for Products is displayed.
To set up products and product information

1 Define product lines, as discussed in the section “Defining Product Lines” on
page 10-13.
2 Define products, as discussed in the section “Defining Products” on page 10-14.

3 Associate product with product lines, as discussed in the section “Associating a
Product with a Product Line” on page 10-16.
You should define product lines before products, since product lines are part of
product definitions.
Managing Product Lines 10
Tasks for product line administration include the following:
■ “Defining Product Lines” on page 10-13

Products
Defining Product Lines

To define a product line, you create it and name it using the Product Line
Administration View (shown in Figure 10-4), and then you specify the Product
Manager and all the products in that particular line. If you have previously defined
your products, you can associate them with the product line. If you have not defined
products, you must first create them before you can associate them with the new
product line. See “Defining Products” on page 10-14.
You can modify or delete any product line you create yourself simply by changing
the information for that product line using the Product Lines view.
Figure 10-4. Product Line Administration View

Products
To create a new product line

1 Choose Screens ➞ Marketing Administration ➞ Products ➞ Product Lines.
2 Choose Edit ➞ Add New Record or Insert Record to add a new product line.
Field Comments
Product Line The name of the product line to which the product belongs.
This field supports multiple values.
Description Description of the product line.
Products The products associated with the product line. You can add a
product to or delete a product from a product line.
A product must be defined in Siebel eAutomotive before it can
be associated with a product line.
Product Line Manager The name of the product line manager.
Managing Products 10
Tasks for product administration include the following:
■ “Defining Products”
■ “Associating a Product with a Product Line” on page 10-16
■ “Entering Product Details” on page 10-17
■ “Adding Literature to a Product” on page 10-20
Defining Products
You create products in Siebel eAutomotive before you add them to product lines.
Generally, you define product lines, then you create records for the products your
organization offers. (See “Defining Product Lines” on page 10-13.) Finally, you
designate the products to be included in the product line.

Products
After defining products, you can associate them with a product line in the Product
Line Administration View (discussed in “Defining Product Lines” on page 10-13).
You provide detailed product information in the Product Detail Administration View
(discussed in “Entering Product Details” on page 10-17).
To define a product that is a vehicle

1 Choose Screens ➞ Marketing Administration ➞ Products ➞ Products (Vehicle).
2 Choose Edit ➞ Add New Record or Insert Record to add a new vehicle.
Field Comments
Product Category Indicate the category of product by selecting from the list
of values. Will include Vehicle and Option, and may
include other values. Any product that will be used as an
option must have a value of Option in this field.
Model Product This field is checked if the Product selected is the parent
in a configuration model.
Configuration Model Name If Model Product is checked, this name is used to allow
the product to be selected in a solution using the Siebel
eConfigurator.
Regulatory Certification Used to track the regulatory authority for which the
vehicle is certified, such as California Emissions Control.
When defined at the product level, it is generally used as
a default to be applied to specific vehicles created from
the product.
To define a product that is an option

1 Choose Screens ➞ Marketing Administration ➞ Products ➞ Products.
2 Choose Edit ➞ New Record or Insert Record to add a new product.
3 Click on the down arrow next to the Product Category field and select Option.
4 Make sure that the Serialized field is not checked.

Products

6 If the newly defined option is to be associated with one or more vehicles, click
on the Create Asset button on the Product form applet to create an asset.
To define a product that is not a vehicle

1 Choose Screens ➞ Marketing Administration ➞ Products ➞ Products.
2 Choose Edit ➞ Add New Record or Insert Record to add a new product.
Associating Valid Options with a Product

In order to be associated with a vehicle as an installed option, an optional product
must first be associated with the vehicle’s product definition as a valid option.
To associate option product(s) with a vehicle product

1 Choose Screens ➞ Marketing Administration ➞ Products ➞ Products (Vehicle).
2 Select the vehicle product with which you want to associate one or more valid
options.
3 Click on Options in the view bar.

4 Select the Valid Options list applet.
5 Choose Edit ➞ New Record to access the Add Options dialog box.
6 Select a product to add as an option, and click Add.
7 Repeat Step 5 and Step 6 for each additional option you want to add.
Associating a Product with a Product Line

A product line must exist before you can add a product to it. Creating a product line
is discussed in “Defining Product Lines” on page 10-13.

Products
To associate a product with a product line

1 Choose Screens ➞ Marketing Administration ➞ Products ➞ Product Lines
(see Figure 10-4 on page 10-13).
2 Choose a product line.

3 Choose the product in the Products field.
Entering Product Details

Use the Product Detail Marketing Administration view shown in Figure 10-5 on
page 10-18 to accomplish the following:
■ Define or update detailed information about products.
■ Enter product features and benefits.
■ Associate relevant product literature as defined on the Literature Administration

view.
■ Identify components of a product package.
■ Develop a comparison of product features.
■ Set conditions to be associated with certain products.

Products
■ Create and associate literature items for products.
Figure 10-5. Product Detail Administration View

Products
To specify product details

1 Choose Screens ➞ Marketing Administration ➞ Products ➞ Product Details.
2 Choose a product in the Products applet, or choose Edit ➞ Add New Record or
Insert Record to add a new product.
3 Enter the changes as needed. Modify any existing product from this view.
To associate related products

2 Choose the Related Products applet.
3 Choose Edit ➞ Add New Record to add an existing product or choose Insert
Record to add a new product as a component product.
To set up product comparisons

2 Choose the Product Comparison applet.
3 Complete the fields described in the following table.
Field Comments
Feature Product feature
Rank Relative rank in importance of the feature

Products
Adding Literature to a Product

As Administrator, you create literature and associate it with product lines. See the
Siebel Applications Administration Guide for information on creating literature. Use
these steps to associate literature with a product.
To add literature to a product

2 Choose the Literature applet.
3 Choose Edit ➞ Add New Record to add an existing literature record.
4 Complete the fields described in the following table.
Field Comments
Name Name of the external file you access.
Description Description of the type of file you access.
Local Tells if the document is on your local hard drive; visible only to remote
users.
Request Allows users to request files from the server; visible only to remote
users.
Size Size of the file (read-only).
File Type External file type; for example, ppt, avi, doc.
Modified Date the file is modified (read-only).
Auto Update Auto-updates the file when enabled.
For more information on creating and administering products, see the Siebel

Households 11
Households Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2
Households Screen and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3
Households Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-5
Business Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6
Household Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7

Adding and Managing Household Information . . . . . . . . . . . . . . . . 11-7
Associating Households with Service Requests and Opportunities . . 11-10
Associating Households with Other Objects . . . . . . . . . . . . . . . . . 11-11

Households
Households Overview
Households Overview 11
The Households screen provides information on households and the relationships

that contacts have with households. It is used specifically to capture information for
cross-selling as well as providing further information about the background of the
customer. Through the association of contacts with households, Siebel eAutomotive
allows marketing and service managers to see all vehicles, opportunities, and
service requests associated with all household members.
Siebel eAutomotive provides automotive manufacturers with the ability to collect

and manage information about customer households.

Households
Households Screen and Views
Households Screen and Views 11
Figure 11-1 shows an example of a view in the Households screen. In all Siebel
products, the availability of certain views and functionality is limited according to
each user’s responsibilities; therefore, the views that users see on the view bar may
vary from those shown in Figure 11-1.
Figure 11-1. Household Detail View

Households
Households Screen and Views
Table 11-1 lists the views in the Households screen:
Table 11-1. Views of the Households Screen
Feature Comments
My Households Displays a list of households assigned to you. Typically, you add new
households in this view.
My Team’s Displays a list of households assigned to your team. This is a read-

Households only view.
All Households Displays a list of all households throughout your company, within
the organization to which you belong.
Activities Displays activities associated with a household.
All Households Displays all households throughout your company. This includes
Across households that do not belong to your organization.
Organizations
Attachments Displays attachments associated with a household.
Contacts Shows the contact’s relationship to a household. Contacts may

belong to multiple households and have different relationships to
each household. Opportunities, vehicles, and service requests are
not linked directly to a household; they are linked to one or more
contacts who are defined as members of a household.
Opportunities Allows you to manage both opportunities and contacts for your
households.
Detail Provides demographic information related to a household, such as

Household name, address, phone, income, status, value, and team.
Household Displays the complex relationships among members of a household.
Analysis
Service Request Displays a list of service requests associated with contacts who are
members of a household.
Notes Enables you to record unstructured responses and share notes with
your sales team.
Household Displays a summary of opportunities, service requests, and vehicles

Summary associated with contacts who are associated with a household.

Households
Households Workflow
Households Workflow 11
Figure 11-2 is based on some of the tasks described in “Household Tasks” on

page 11-7.
A sso cia te
A tta ch m e n ts a n d
N o te s w ith a
H o u se h o ld
M a n a g e S e rvice
M anage
R e q u e sts
H o u se h o ld
A sso cia te d w ith a
A cco u n ts a n d
H o u se h o ld 's
D e ta ils
C o n ta cts
Siebel
eAutomotive
Households
Screen
M anage
M anage O p p o rtu n itie s
C o n ta cts A sso cia te d w ith a
A sso cia te d w ith a H o u se h o ld 's
H o u se h o ld C o n ta cts
V ie w H o u se h o ld
In fo rm a tio n
Figure 11-2. Households Workflow

Households
Business Scenarios
Siebel eAutomotive users can create households as required to track the

associations among multiple contacts for sales, marketing, and analysis purposes.
Marketers can use households to measure “percent of garage” by tracking vehicles
owned by a household, or to utilize the knowledge captured to leverage more
effective selling. When you are defining promotions or mailings, the relationships
captured in a household can be used to avoid sending multiple pieces to the same
household.

Households
Household Tasks
Household Tasks 11
■ “Adding and Managing Household Information”
■ “Associating Households with Service Requests and Opportunities” on

page 11-10
■ “Associating Households with Other Objects” on page 11-11
For more Information on additional Households tasks, see the Online Help.
Adding and Managing Household Information 11
When a contact has a non-business relationship with another contact, associating

the contacts with a household allows that relationship to be reflected in your
contact data.
To add, delete, or modify household information

1 Choose Screens ➞ Households ➞ All Households.
The All Households screen is displayed.
2 Choose the Household list applet and select the household that you want to
view.
3 Right-click to display the Edit menu.

From here you can add, delete, or modify Household information using standard
Siebel conventions.

Households
Household Tasks
4 When adding a household, complete the appropriate fields.

The following table shows the specialized fields in the Households applet.
Feature Comments
Last Name The last name of the primary contact associated with the
household. This field is a hyperlink to the Contact Activities
view.
Household A text string that identifies the household. This field is a
hyperlink to the Household Summary view.
Household # The unique ID associated with the household. It is automatically

assigned, but it may be changed by the user to another unique
value.
Address(es) A household has a primary address, but also may include second
homes where vehicles are located.
For more information about standard Siebel conventions, see Siebel Basics.
To view household details

1 Choose Screens ➞ Households ➞ Details.
The Household Details view is displayed.
2 Choose the Household from the Household form applet.

The details are displayed in the Household Details form applet. A toggle button
on this applet allows you to toggle back and forth between Financial Profile and
Dependent information. The Household Contact applet is also displayed on this
view.

Households
Household Tasks
To add, delete, or modify a household contact
NOTE: Deleting a contact from the Household Contacts view deletes the association
between the household and contact, but does not delete the contact record. Contact
records must be deleted from views in the Contacts screen.
1 Choose Screens ➞ Households ➞ All Households.

The All Households view is displayed.
2 Click the Households list applet.

3 Choose a household for which you want to add, delete, or modify contact
information.
4 Select Contacts in the view bar.

The Contacts list applet displays the contact information associated with this
household.

From here you can add, delete, or modify contact information associated with
this household using standard Siebel conventions.

Households
Household Tasks
6 When adding a new contact, complete the appropriate fields.

The following table shows the specialized fields in the Household Contacts
applet.
Feature Comments
Last Name This field is a hyperlink to the Contact Activities view.
Primary Only one contact per household can be listed as the primary contact at
a time. The primary contact is the one displayed in the form applet on
the Household Contacts view.
Relationship A contact may belong to multiple households, and have a different

relationship to each household. This field reports the contact’s
relationship to the household currently being displayed.
Associating Households with Service Requests and Opportunities 11
Service requests and opportunities are associated with a household through their
association with a contact that belongs to the household.
To associate a service request or opportunity with a household

1 Choose Screens ➞ Households ➞ My Households.
The My Households view is displayed.
2 Choose the Household from the Household list applet that you want to associate
with service requests or opportunities.
3 Click Service Requests or Opportunities in the view bar.

The Household Service Requests or Household Opportunities view appears, with
the selected household displayed.

Households
Household Tasks
4 Select a contact with which to associate the service request or opportunity in the
Household Contacts list applet.
NOTE: Service requests and opportunities are associated with contacts, which are
in turn associated with households. It is possible to view service requests and
opportunities associated with a contact and not see all the service requests or
opportunities associated with its household.
5 Right-click in the Service Requests or Opportunities list applet (depending on

which view you are in) to display the Edit menu.
6 Select New Record.

Associating Households with Other Objects 11
The procedures for associating various other database objects with households are
similar, and follow standard Siebel conventions. For more information about
standard Siebel conventions, see Siebel Basics.
To add, delete, or modify records associated with a household

1 Choose Screens ➞ Households, then choose one of the following from the
submenu:
■ Activities
■ Attachments
■ Notes
The appropriate Household view is displayed.
2 Choose the Household from the Household form applet that you want to
associate with activities, attachments, or notes.

Households
3 Click in the list applet.

Here you can add, delete, or modify an object associated with the household
using standard Siebel conventions.
Marketing Administration Tasks 11
Household Marketing Administration tasks include adding and deleting members

from the sales team associated with the household, which is described in the
following procedure.
To change the team members for a household

1 Choose Screens ➞ Marketing Administration ➞ Households.
The Marketing Administration Households screen is displayed.
2 Select the household for which you want to change the Team.
3 Click the ellipsis (...) button next to the Team field in the list applet.
4 Add one or more team members by following these steps:
■ Click New in the Team Members dialog box.
The Team Members dialog box appears.
■ Select an employee and click Add.
NOTE: The first team member you add to a household will be marked as the
primary access. Only one team member per household can have primary
access. If you need to change the primary access for a household, you can do
so by clicking in the Primary field of the new team member who has primary
access.

Quotes 12
Quotes Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
Quotes Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3
Quotes Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4
Quote Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6

Creating Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-7
Copying or Revising a Quote . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-10
Using Quote Line Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-13
Allocating Vehicles to a Quote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-20
Calculating Volume Discounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-21
Associating Products with Services . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-22
Using Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-22
Billing and Shipping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-24
Using Terms and Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-25
Maintaining/Updating Quotes Information . . . . . . . . . . . . . . . . . . . . . . .12-27
Using AutoQuote on the Opportunity Quotes View . . . . . . . . . . . . 12-28
Viewing Quotes Associated with Accounts . . . . . . . . . . . . . . . . . . 12-29

Quotes
Quotes Overview
Quotes Overview 12
A quote is a formal offer for products or services proposed at specific prices and
related payment terms that are sent to prospective customers.
Quotes are used to give the individual or business customer a representation of the
total cost for vehicles and services they are considering. A customer service
representative can give the customer a quote that is structured to meet his or her
requirements.
You can use the Quotes views to do the following things:
■ Create quotes from the Quotes views using the currency of your choice
■ Access and modify existing quotes
■ Create default quotes
■ View existing quotes
■ Use the AutoQuote feature to create quotes based on the products and services
for an existing opportunity
■ Use the Siebel Product Configurator to validate or update the configuration of

products and services in a quote
■ Update opportunities from the Quotes views
■ Verify the accuracy and completeness of quotes or update quote status
■ Revise quotes
■ Update opportunity products with quote revisions
■ Associate services with products when making a quote and display totals for
both products and services
■ Review line items
■ Review quote terms and billing and shipping information

Quotes
Quotes Workflow
■ Automatically link to Forecasts and Opportunities
■ Allocate a vehicle from dealer inventory to reserve it for a specific customer

opportunity
Quotes Workflow 12
Figure 12-1 is based on some of the tasks described in “Quote Tasks” on page 12-6.
Create an
Add Product(s)
Opportunity
Generate Quote
with Auto Quote
Add/Maintain Line
Item(s)
Update Allocate
Verify/Add Price Opportunity Vehicle(s)
and/or
List
Configure Solution
Associate an
Add a Quote
Opportunity
Figure 12-1. Quotes Workflow

Quotes
Quotes Views
Quotes Views 12
Figure 12-2 shows the views in the Quotes screen. In Siebel eAutomotive, the
user’s responsibilities. Therefore, the views you see may vary from those shown in
Figure 12-2. Generally, the Siebel administrator has responsibility for updating user
privileges.
Select Screens ➞ Quotes to

access a menu of Quotes views
Quotes form applet Quotes list applet
Quote number is Know the current In the Currency and Active fields
auto-generated status of the quote (scroll to see fields), you can
from Opportunity and the person it create quotes in different
Quotes views was sent to currencies and see which quotes
are still active
Figure 12-2. Quotes Views

Quotes
Quotes Views
The following table describes the Quotes views in Siebel eAutomotive. These views
help you initiate and set up quotes for service orders.
Table 12-1. Views of the Quotes Screen
View Comments
My Quotes Displays only those quotes for which you are the designated sales representative.
My Delegated Quotes Displays quotes created by you and assigned to another sales representative.
My Team’s Quotes Displays the Quote List view, where you can view a list of quotes for your direct
(admin/manager) reports. For quotes to appear on this view, your direct or indirect report must be
marked primary.
All Quotes Displays all quotes in the system, within the organization to which you belong.
All Quotes Across View all quotes throughout your company. This includes quotes that do not
Organizations belong to your organization.
For more information on quotes, see the Siebel Applications Administration
Guide.
Agreements Displays a list of all agreements associated with a quote.
Attachments Displays a list of external files attached to the quote that you will be sending to
your customer.
Bill To/Ship To Displays the billing and shipping address for the company requesting the quote.
Personal Bill To/Ship To Displays the billing and shipping address for the contact requesting the quote.
Configuration Displays the particular quote you are working on, the solution set for that quote,
and the line items that will be part of that quote and solution set.
Line Items Displays the products that are part of the particular quote you are viewing.
Vehicles Displays a list of vehicles currently allocated to quote line items.
Terms and Totals Displays the terms and totals related to the particular quote.
Charts Displays important quote information in a graphical format: Account Analysis,

Account Discount Analysis, Rep Discount Analysis, Status Analysis by Rep.

Quotes
Quote Tasks
Quote Tasks 12
The following sections describe some of the most common tasks you will perform
in the Quotes views:
■ “Creating Quotes” on page 12-7
■ “Copying or Revising a Quote” on page 12-10
■ “Using Quote Line Items” on page 12-13
■ “Allocating Vehicles to a Quote” on page 12-20
■ “Calculating Volume Discounts” on page 12-21
■ “Associating Products with Services” on page 12-22
■ “Using Orders” on page 12-22
■ “Billing and Shipping” on page 12-24
■ “Using Terms and Totals” on page 12-25
■ “Maintaining/Updating Quotes Information” on page 12-27
■ “Using AutoQuote on the Opportunity Quotes View” on page 12-28
■ “Viewing Quotes Associated with Accounts” on page 12-29

Quotes
Quote Tasks
Creating Quotes 12
A number of options are provided for creating quotes. The following procedures
show you how to prepare a quote.
To set a default price list from the Options dialog box

The Options dialog box is displayed.
Quote tab
2 Select the Quote tab.

The Quote tab with the Price List field is displayed.

Quotes
Quote Tasks
3 In the Price List field, click the field control button.

The Price List picklist is displayed.
4 Choose a price list that will be used as a default for the Quotes screen.
5 Click OK.
Your Quotes screen will be populated with the information selected in the
Options dialog box.
To create a record for a new quote

1 Choose Screens ➞ Quotes ➞ My Quotes.
In the Opportunity Quotes view, you may use AutoQuote to create a record for
a new quote based on an opportunity.
2 Choose Edit ➞ Add New Record or click New on the Quotes form applet.

Quotes
Quote Tasks
The following fields will either be filled automatically or will have to be filled in
by you.
Field Function
Quote Number A quote number for the new quote is generated and is set automatically.
Revision Automatically reflects a value of 1.
Status Default status is In Progress. Use picklist to select another status.
Active Automatically checked.
Currency Default divisional currency.
Price List If the default divisional currency matches the default Price List currency,
the Price List field is automatically filled with the default Price List set in
the previous procedure.
If the currencies do not match, the Price List field is blank.
If you change the currency in the Currency field by selecting a different
currency from the picklist, the Price List will become blank. If you click
in the Price List field to access the drop-down list of all available price
lists, only those price lists associated with the selected currency will be
displayed.
Sales Your name is automatically entered.

Representative
Created Reflects the date that the new quote was created. The user cannot change
the date that the quote was created.
Due The user cannot enter the due date to reflect a date earlier than the
created date. The user can enter/change the due date to reflect a date
later than the created date.
Effective Sets automatically to the Due date if the due date is specified before the
effective date. The effective date remains intact if the new due date is
earlier than the existing effective date.
The user can set the Effective field date to any date earlier than Through.
The Through date does not change. The user can set the date to later than
the Through date, and the Through date changes to one month later than
Effective date the if new effective date is later than the existing through
date. The Through date remains the same if the new effective date is
earlier than the existing through date.
Through Changes to a date that is one month later than the Effective field date if
the new effective date is later than the existing Through field date. The
effective date remains intact if the new effective date is earlier than the
existing Through date.

Quotes
Quote Tasks
3 Fill in the Name field.

The Name field accepts the value shown in the Quote Number field. The user
can change or assign the quote name.
4 Click Terms and Totals on the View bar to enter or change address and terms
information.
The Quote Terms and Totals view is displayed.
5 Click the Line Items option on the View bar.

The Quote Line Items view is displayed.
6 Enter specific orderable items and prices.

7 Click Service to associate products on the quote with the appropriate services.
The service will generally be an extended warranty product.
Copying or Revising a Quote 12
If you wish to copy a quote, click Copy on the My Quotes or the My Team’s Quotes
view. If your original quote is not accepted by your customer, you can create a
revised version by clicking Revise on the My Quotes or the My Team’s Quotes view.
Note that on the Quote screen:
■ The user cannot edit any existing opportunity and/or account.
■ The user cannot change the association between any existing opportunity and
account, but the user can associate a different opportunity or account with the
quote.
■ The user can create a new opportunity associated with an existing or new
account.

Quotes
Quote Tasks
To copy or revise a quote

1 Click Copy to create a new quote based on the selected quote.
This action generates a new quote number for the new quote. All appropriate
data is copied to the new record except for the Name, Created, and Quote
Number fields. The quote Number is assigned automatically, the Name is left
blank, and the Created date changes to today’s date. The Revision field has a
value of 1; the Price List reflects the selection made on the Quote tab of the
Options dialog box and copies all line items.
2 Click Revise to create a copy of the selected quote. All appropriate data is copied
to the new record, including the Name and Quote Number fields, excluding the
Created and Revision fields. This keeps the same quote number, increases the
number in the Revision field, deactivates the previous revision, copies all line
items and the price list, and sets the status to the first status value (usually In
Progress). The Date field reflects today’s date.
NOTE: The first version remains inactive and remains for historical tracking, but
the user can mark the previous version as Active and then revise it.
To create a quote based on an opportunity

1 Choose Screens ➞ Opportunities ➞ Quotes.
2 With an opportunity active, click AutoQuote.

A new quote record appears with the Quote Number and Opportunity Fields
filled in.
NOTE: This applies only if products have already been associated with the
opportunity, in which case the products become the quote line items.

Quotes
Quote Tasks
3 Click somewhere in the applet that is not on the new quote record.
The Name field is filled in.
4 Click on the hyperlink in the Name field.

The Quote Line Items view appears. For more information on quote line items,
see “Using Quote Line Items” on page 12-13.
To associate a quote with an opportunity and an account

The My Quotes view is displayed.
2 Select the Opportunity field (being careful not to select the hyperlink) to access
the Pick Opportunity dialog box.
To associate the quote with an existing opportunity, proceed to Step 3. To enter

a new opportunity to associate with the quote, proceed to Step 4.
3 To associate the quote with an existing entry, select the entry and click Pick.
The Opportunity field is filled with the selected opportunity. The Account field
is automatically filled with the account that is associated with the selected
opportunity. The Site field is filled with the site that is associated with the
account.
4 To enter a new opportunity:

a Click Add.
A space is provided in the Pick Opportunity dialog box to fill in the new entry.
b Fill in the opportunity in the space provided.

c Click in the Account field in the Pick Opportunity dialog box to access the
Pick Account dialog box.
d Select an account name and click Pick.

The quote is associated with the new opportunity and account and is reflected
in the Opportunity and Account fields in the My Quotes view.

Quotes
Quote Tasks
Using Quote Line Items 12
Line items make up a list of products associated with a selected quote. A quote line
item defines a specific item that a customer may purchase at a particular price. It
will contain a product or product kit, a part number, and a list price. It may also
include other attributes such as a discount or comments.
■ Products associated in the Opportunity Products view appear automatically as

line items when AutoQuote is used.
■ New products can be added in the Line Items applet.
■ Volume discounts appear automatically for specified products in the Current

Discount field in the Line Items applet.
■ The Verify button ensures that quote fields are populated correctly.
■ The Update Opportunity button updates the opportunity with products

associated with the quote.
■ The Reprice buttons ensure the most recent prices from the selected Price List.
■ The Status field is used to track the quote status as it changes. This field must
be updated manually.
■ List prices are based on the selected price list.
■ The Through Date field shows the date through which the quote is valid.
■ Only active quotes can be modified.
■ Discounts can be applied at the quote or line item level.
■ The Service button is used to associate products in the quote with services.
■ Trade-in vehicles may be recorded for the purpose of calculating sales prices.

Quotes
Quote Tasks
To enter quote line items

1 Choose Screens ➞ Quotes ➞ Line Items or click the Quotes tab and select Line
Items.
2 Select the Line Items applet and create a new line item by choosing Edit ➞ Add
New Record.
3 Enter information for the line item:

a The Product field Pick Product dialog box lists all products and product kits.
Select products you wish to add as quote line items.
You can type the first few letters of the product name, narrow the query by
pressing Enter, and select the appropriate choice from the refined list.
If the line item is a trade-in vehicle, its product type may not appear in the
Pick Product dialog box. In that case, you can enter a product type in the
Write-In Product field.
NOTE: The credit for a trade-in vehicle is represented by a negative value in

the Disc Price field.
b Use one of the three discount fields to enter a percentage discount, a dollar
discount, or a discounted price.
c To cancel discounts and return to the original prices, use the Reprice buttons.
To reprice a single selected product or service, click Reprice. To reprice all
products and services on the current quote, click Reprice All.
4 Click Renumber to renumber the quote line items sequentially.
NOTE: When you add or change line items, it is possible to create an invalid
quote. To ensure that a quote is valid, select the Quote Configuration view, select
the Solution Set applet, and click Verify. This button ensures that the quote fields
are populated correctly.

Quotes
Quote Tasks
To enter new products or edit existing products

1 Choose Screens ➞ Quotes ➞ Line Items or click the Quotes tab and select Line
Items.
NOTE: The Reprice, Reprice All, Renumber, and Service buttons on the Line Items
list applet are activated only for an active quote.
Make sure the Active field is checked in the Quote applet.
2 In the Line Items applet, choose Edit ➞ Add New Record.

3 In the Product field, click the arrow to access the Pick Product dialog box.
NOTE: The Product field is mandatory. It is also a link to the Product Features
view.
4 Select a product and click Pick.

When the product is chosen, the Part Number field is automatically set.
5 Click Verify in the Quote applet.

The Quote Status Messages dialog box is displayed with information on the
status of the quote’s completeness and any changes made.
Verify Button
Click the Verify button before printing a quote to ensure that:
■ All required fields have been entered for the quote.
■ Selected price list is still valid.
■ Selected products for each line item are associated with the selected price list.
■ Each quote line item reflects the current list price from the selected priced list.

Quotes
Quote Tasks
■ Each selected product is valid, and the Discount price does not exceed the list
price.
■ A line item discount overrides the discount specified at the quote header level.
To add a write-in product

1 Select the Write-in Product field, which is read-only unless the value of the
Product field is Write-In Product.
NOTE: This feature allows adding the stand-alone product, which is not included
in any Price List, to the quote. This is often used to record trade-in vehicles,
which may not be defined as products.
2 From the Product field Pick Product dialog box, choose the Write-in Product.
The Product field is filled with the Write-In Product.
3 Type a description in the Write-In field on the Line Items applet. You can do this
when it relates to a Write-In Product.
To select price lists and product pricing

1 Choose Screens ➞ Quotes ➞ Line Items.
2 Go to the List Price field, which is preset. Net Price, Non-Discounted Extended
Price, and Extended Price fields repeat the value of the List Price. No Price List
is set for a Write-In Product.
NOTE: The user cannot change the List Price, Net Price, Non-Discounted
Extended Price, or Extended Price.
3 To change the Price List, select the Quote form applet and the Price List field.

Quotes
Quote Tasks
4 Click the arrow in the Price List field and select an entry.
The Current Discount, Next Discount, and Upsell information is changed.
If product is listed in the Price List field, its price will change according to the
particular price list selected. Volume discounts set for any particular product are
list-specific. If the product is not on the Price List, the Price fields are not
populated.
NOTE: Price List field changes do not affect the Write-In Product Prices.
5 Go to the Qty Req (quantity requested) field. If you reset the quantity, the fields
with extended prices automatically recalculate to reflect the price multiplied by
quantity. Totals in the Qty Req and Extended Price fields are recalculated.
NOTE: To set the price for the Write-In field, select the Write-In Product and set
the Discount Price. This is the only way to set the price for the Write-In field.

Quotes
Quote Tasks
The following table lists selected fields in the Line Items applet.
Field Comments
List Price Base price defined from the price list that is associated with each
product. Value entered using the Calculator applet.
Net Disc% Percent applied to each unit.
Net Price Price applied to each unit.
Extended Price Discount applied to the whole amount.
Current Discount Buy a certain amount and get a discount (for example, buy 5-10
and get a 10% discount).
Next Discount Next discount level and the next volume discount item. Any
product exceeding the amount purchased under Current Discount
allows a further discount (for example, buy 11-20 and get a 20%
discount).
Upsell How many additional products you need to purchase to get to the
next level (for example, buy six more and get a 20% discount).
Alerts sales reps to potential volume discounts so they can
encourage customers to buy more products. This is calculated in
the same way as Volume Discount, but the next level is shown.
Upsell shows a message describing how to get to the next level of
discount.
To set regular discounts for the quote and separately for the product
1 Choose Screens ➞ Quotes ➞ Line Items.
2 Choose the Quote form applet.
3 Choose the Discount field and select the quote discount.
The Net Discount% field in the Line Items list applet reflects the quote discount
applied to all line items in the quote. Net Price, Extended Price, and Totals are
then recalculated. (Write-In Product is not affected.)
4 Enter the new product. Note that the quote’s Net Discount applies to the new
product automatically.

Quotes
Quote Tasks
5 To overwrite the discount for a specific line item, choose a line item in the Line
Items list applet, and set the discount for that product in the Disc% field.
The Net Price, Extended Price, and Totals recalculate accordingly.
6 Change the quote discount in the Discount field on the Quote form applet.
The new Net Discount applies only to those products that were not discounted
by the user in the Line Items list applet.
7 Select the line item with the custom discount on the Line Items list applet.
8 Click the ellipsis (...) button on the Disc Amount field. The Disc Amount
currency dialog box is displayed.
NOTE: The Currency Code and Exchange Date fields cannot be set up in this
view.
9 Click the arrow on the Amount field to access the calculator and set the amount
to a value that is less than the List Price.
The Disc% field is cleared, the Net Price equals the List Price minus the Disc
Amount, and the Net Disc% and Extended Price fields display a recalculated
percentage.
10 Click the ellipsis (...) button on the Disc Price field to access the Disc Price
currency dialog box.
11 Click the arrow on the Amount field to access the calculator and set the discount
price for the product (the Price could be set higher than the original List Price).
Discs% and Disc Amount clear, Net Price is equal to Discount Price, Net Disc%
and Extended Price display a recalculated percentage.

Quotes
Quote Tasks
Allocating Vehicles to a Quote 12
To allocate vehicles to a quote

1 Choose Screens ➞ Quotes ➞ All Quotes.
2 Select the Quote to which you want to allocate vehicles.
3 Click Vehicles on the view bar.
The Quote Vehicles view appears.
4 Select the quote line item that represents the vehicle you want to allocate from
the Line Items list applet.
5 Select the Vehicles applet and choose Edit ➞ Add New Record.
6 Click the arrow on the VIN# field to access the Pick Vehicle dialog box.
The Pick Vehicle dialog box lists all vehicles whose product matches the Product
field of the line item selected in the Line Items list applet, and that have a Status
of Available.
NOTE: Allocating a vehicle automatically changes its status to Allocated.
7 Choose a vehicle and click Pick to allocate this vehicle to the quote.

Quotes
Quote Tasks
Calculating Volume Discounts 12
Your administrator will define the Volume Discount Method and specify the
Discount rules for every particular Price List and Product. A simple discount applies
the discount to the entire quantity. Tiered discount applies to the product amount
on each predefined quantity level.
To calculate volume discounts

2 Create a new quote.
3 Select this quote and choose Line Items on the View bar.
The Line Items view is displayed with the quote selected on the My Quotes view.
4 On the Quote list applet, associate this quote with any opportunity by clicking
the arrow on the Opportunity field to access the Pick Opportunity dialog box and
on the Account field to access the Pick Account dialog box.
NOTE: Do not set the quote Discount field.
5 Click the arrow on the Product field to access the Pick Product dialog box, select
the product, and click Pick.
6 Select the Line Items applet and choose Edit ➞ Add New Record.
7 Click the arrow on the Product field to access the Pick Product dialog box.
8 Choose a product and click Pick to associate this product with the quote.
9 Set the Qty Req field to a particular number.
10 Set the List Price, Disc%, Disc Amount, Net Discount, Net Price, Extended Price,
Current Discount, Next Discount, and Upsell fields to get your volume discount.

Quotes
Quote Tasks
Associating Products with Services 12
Your administrator sets up service pricing rules for each named service. The service
pricing rules have been determined by your administrator.
To associate products with services from the product list

1 Choose Screens ➞ Quotes ➞ Configuration.
The Quotes Configuration view is displayed.
2 Click in the Line Items list applet.

4 Set the Qty Req field.
5 Click the down arrow on the Product field to access the Pick Product dialog box.
6 Select a product and click Pick.
Using Orders 12
The Quote Orders view is primarily used when Siebel eAutomotive is integrated
with a back-office system. From this view, customers can track orders of various
types:
■ Sales Order—An order from a customer, entered directly or converted from a

quote, to buy new products.
■ RMA (Advanced Exchange, Repair and Return, or Return)—A Returned

Merchandise Authorization allowing a customer to return products. In the case
of an Advanced Exchange, to allocate, pick, and ship an exchange product to the
customer; in the case of Repair and Return, to repair the product and ship it to
the customer.
■ Service Order—An order from a customer for a new product or part in a service
context (not accompanied by the return of one or more defective items).
■ Internal Order (field-service specific)—An order to transfer products between

two internal inventory locations; usually the result of a replenishment process.
■ Purchase Order—An order to buy products from a vendor.
■ Repair Order (field-service specific)—An order to outsource the repair of a part.

Quotes
Quote Tasks
To enter a new order

1 Choose Screens ➞ Quotes ➞ Orders.
2 Select the Orders list applet and select Edit ➞ Add New Record.
Table 12-2 lists fields displayed in the Orders list applet.
Table 12-2. Fields in the Orders List Applet (Sheet 1 of 2)
Field Comments
Active Flag is enabled.
Order Number Generated automatically. Drill down to the RMAs/Service Orders list applet (associates an
order with a selected quote). The user can change it by using any alphanumeric string.
Type Choose from List of Values: Internal Order, Purchase Order, RMA Advance Exchange, RMA
Repair Return, RMA Return, Repair Order, Sales Order, Service Order, eSales Order.
Status Select from LOV; default is Open.
Site Filled automatically with Account field from the Pick Account dialog box.
Address Click the ellipsis (...) button to access Account Addresses dialog box to enter a new address
or select an existing address.
New addresses can consist of 200 or fewer characters. Enter any string consisting of 50 or
fewer characters in the City field. Enter a two-letter abbreviation in the State field. Enter 5
or 9 integers in the Zip field, and 30 or fewer characters in the Country field.
Acct Order # Enter any string consisting of 15 or fewer characters.
Last Name Click the arrow to access Pick Contact dialog box. Select and click Pick.
First Name Automatically filled in when you select a Last Name.
Priority Defaults to Medium. LOV selection.
Approved When enabled, indicates the option has been selected.
Billable Flag is enabled. When disabled, indicates the option has been de-selected.
Currency Pick Currency Code dialog box.
Price List Select from LOV; default is Medium.

Quotes
Quote Tasks
Table 12-2. Fields in the Orders List Applet (Sheet 2 of 2)
Field Comments
Discount% From the calculator, select any mathematical operator.
Created By Defaults to the current user.
Created Defaults to the current date.
Billing and Shipping 12
You can enter billing and shipping information for companies on the Bill To/Ship
To view, and for contacts on the Personal Bill To/Ship To view. The following
procedure uses the Bill To/Ship To view.
To select billing and shipping addresses

2 Choose a quote.
3 Select Bill To/Ship To on the View bar.
The Quote Bill To/Ship To view is displayed. The Quote applet displays
information related to the quote selected on the My Quotes view.
4 On the Quote form applet, click the arrow on the Opportunity field to access the
Pick Opportunity dialog box.
5 Select an entry from the Pick Opportunity dialog box and click Pick.
The Account information on the Quote and Bill To/Ship To applets is
automatically filled in.
On the Quote applet, you cannot change information in the Quote Number,
Revision, and Created fields. However, for the other fields you can use the
picklists and dialog boxes to change information.
In the Bill To section, you can pick or create a new account, select a billing
contact, or select addresses associated with the account.

Quotes
Quote Tasks
Using Terms and Totals 12
The Quote Terms and Totals view allows you to change the Bill to and Ship To
addresses for a quote and its terms. Quote terms specify additional aspects of the
proposed transaction.
Enter and update Quickly access the terms Quote totals are
quote terms that were quoted calculated automatically
Figure 12-3. Quote Terms and Totals View

Quotes
Quote Tasks
To use terms and totals

2 Choose a quote and drill down on the Name field to access the Line Items view.
3 In the Extended Price field, enter the extended prices for Products.
NOTE: If the Service field is not populated, click Reprice All.
4 On the View bar, select Terms and Totals.

The Terms and Totals view is displayed.
The Quote applet displays information about the selected quote. On the Totals
applet, the Product Total and Service Total numbers should equal the Total
Extended Price for Products and the Total Extended Price for Services. The Total
field is populated with the total price for the shipment.
5 Click the ellipsis (...) button on the Tax field to access the Tax dialog box.
6 Choose a tax rate and close the dialog box.
The Total field is recalculated depending on the Tax rate chosen.
7 In the Terms applet, fill in the Payment Method, Payment Terms, Freight Terms,
and Shipping Method fields.
8 In the Terms applet, enter an amount in the Freight Charge field.

9 If you check the Tax Exempt box, the Tax field on the Totals applet shows 0, and
the Total is recalculated.
NOTE: On the Totals applet, the quote totals are calculated automatically.

Quotes
Quote Tasks
Maintaining/Updating Quotes Information 12
You can update the quote status to indicate whether a quote was accepted or
rejected by the customer. This provides important sales information.
To maintain and update quotes information in the Opportunities screen

1 Choose Screens ➞ Opportunities ➞ My Opportunities or click the Opportunities
tab.
The My Opportunities view is displayed.
2 Create a new opportunity and associate it with any account.

3 Choose Products on the View bar.
The Opportunity Products view is displayed with the opportunity created on the
Opportunity view.
4 Select the Products applet and associate a product with the opportunity.
5 Click Quotes on the View bar.
The Opportunity Quotes view is displayed with the selected opportunity
information.
6 On the Quotes applet, create a new quote. The Opportunity, Account, and
Currency fields reflect the quote’s association with the opportunity shown in the
Opportunity applet.
7 Enter a Name for the quote, or click somewhere in the applet that is not on the
record to automatically fill in the Name with the Quote Number.
8 Drill down on the Name field.

9 Add a new quote Line Item as described in “Using Quote Line Items” on
page 12-13.
10 Fill in the Comments field for the Product and Service records, the Customer
Note field, and the Write-In Product field.

Quotes
Quote Tasks
11 On the Quote applet, choose an entry from the Price List field.
12 Set the Discount% field.
NOTE: Do not forget to click Verify or Reprice to reset the service price.
The Price fields reflect the appropriate recalculation for the discount.
Using AutoQuote on the Opportunity Quotes View 12
On the Opportunity Quotes view, you can use the AutoQuote button to create a
quote based on an opportunity.
To use the AutoQuote button

1 Choose Screens ➞ Opportunities ➞ All Opportunities.
The All Opportunities view is displayed.
2 Choose an opportunity.
3 Choose Quotes from the View bar.
4 Create a new quote, using the AutoQuote button at the right top of the Quotes
applet.
NOTE: You can use the quote Name generated by the system or create your own
name.

Quotes
Quote Tasks
5 Enter a Name for the quote, or click somewhere in the applet that is not on the
record to automatically fill in the Name with the Quote Number.
6 Drill down on the Name of the quote you just created.

NOTE: If you wish to change any of the line items, click Update Opportunity on
the Quote applet in order to update the data on the screen.
Return to the Opportunity Quote view and select Products view on the View bar.
You will see that the products and services associated with the opportunity have
been updated.
Viewing Quotes Associated with Accounts 12
The Account Quotes view allows you to view quotes by account or create new
quotes for an account.
To view quotes associated with accounts

2 Choose a quote and right-click on the Quotes applet.
3 Choose Go to Account.
The Account Contacts view is displayed and shows all the quotes associated
with the account, including the selected quote.

Quotes
Quote Tasks

eAutomotive Tools 13
Dealer Locator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2
Locating a Dealer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13-3
Financial Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4

Calculating Loans and Leases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13-5

eAutomotive Tools
Dealer Locator
Dealer Locator 13
Siebel eAutomotive has a locator that can find a dealer based on the contact’s city,
state, or zip code, combined with the desired make of vehicle. Figure 13-1 shows
the Dealer Locator view.
Figure 13-1. Dealer Locator View

eAutomotive Tools
Dealer Locator
Locating a Dealer 13
Dealers are located based on contact information, as described in the following

procedure.
To locate a dealer
1 Choose Screens ➞ Siebel Automotive Tools ➞ Dealer Locator.
The Dealer Locator view appears.
NOTE: The Dealer Locator is available only through the Screens menu under
Siebel Automotive Tools, and cannot be accessed through the tab bar.
2 Optionally, enter the City, State, and Zip Code for which you want to find a
dealer in the Dealer Finder form applet.
You can use the * wildcard character to enter partial City names and Zip Codes
to increase the number of dealers that the locator will find. For example, you can
enter Fern* in the City field to match all cities with names that begin with Fern.
Or you can enter 9461* in the Zip Code field to match all zip codes that begin
with 9461.
3 Enter a vehicle make, if desired, and click FindDealer.

Dealers matching the specified contact and make information are displayed in
the Locator list applet.

eAutomotive Tools
Financial Calculator
Financial Calculator 13
The Financial Calculator can calculate the monthly payment for a lease or loan,
allowing a contact to compare leases with purchases, and loans of varying terms
with each other. Much of the same information is required to calculate either a lease
or a loan. Once that information has been entered, multiple calculations for leases
and loans can be generated by changing the terms. Figure 13-2 shows the Financial
Calculator view.
Figure 13-2. Financial Calculator View

eAutomotive Tools
Calculating Loans and Leases 13
A loan and a lease can be calculated simultaneously from the same information.
To calculate the lease and loan prices of a vehicle

1 Choose Screens ➞ Siebel Automotive Tools ➞ Financial Calculator.
The Financial Calculator view appears.
NOTE: The Financial Calculator is available only through the Screens menu
under Siebel Automotive Tools, and cannot be accessed through the tab bar.
2 Complete the Purchase Price, Down Payment, Trade-in Value, Loan Term
(Months), Residual Value, Sales Tax, and Interest Rate fields in the Financial
Calculator form applet.
3 Click Calculate.
The Lease Monthly Payment and Loan Monthly Payment fields are filled in with
amounts that correspond to the information entered in the previous step.

eAutomotive Tools

Glossary
A
account A business enterprise representing a customer, a vendor or a partner.
B
business development A small call center used by automobile dealers for inbound and outbound
center customer contact, lead generation, customer loyalty, lease renewal, and
other sales and marketing activities. In some dealerships this is a separate
physical space, with dedicated staff; in others it is an area where sales reps
have access to computer support and telephones. Business development
centers are also offered on an outsourced basis by a number of small
providers.
buyer The purchasing party in a vehicle sales transaction; may be represented in

Siebel eAutomotive by a contact or an account.
C
configuration A unique vehicle configuration created by a buyer.
consumer An individual who may purchase or own a vehicle, represented as a contact

in Siebel eAutomotive.
contact An individual associated with an account, generally as an employee, or as

an independent individual or member of a household.
Version 6.0 Siebel e Automotive Guide 1

Glossary
D
dealer A franchised business responsible for sales of vehicles to the consumer and
providing service to the consumer after the sale.
dealership See dealer.
dealer group A business enterprise owning and managing multiple dealers.
H
household A group of contacts associated through some relationship, most often a
family.
M
MSRP Manufacturer’s Suggested Retail Price; the starting point for pricing a
vehicle for sale.
O
OEM Original Equipment Manufacturer; a business engaged in the design,
assembly, marketing, sales, and distribution of new automobiles.
owner/operator An individual or firm that owns and drives a truck. An owner/operator

makes purchase and maintenance decisions, and is the primary driver of
the vehicle he or she owns.
P
promotion A program undertaken to identify and contact potential customers with the
intent of increasing sales, service revenues, loyalty, or customer
satisfaction.
2 Siebel e Automotive Guide Version 6.0

Glossary
Q
quote A statement of configuration and price, or an offer to sell a vehicle to a
buyer. Quotes may be generated by either an OEM (generally via Web
interaction) or a dealer. Dealers may modify an OEM-generated quote. Only
a dealer-generated quote constitutes a valid offer to sell a vehicle to a buyer.
V
vehicle A physical asset manufactured by an OEM, inventoried by an OEM or
dealer, sold and serviced by a dealer, and owned by an account or contact
(who may subsequently re-sell it to another account or contact).

Glossary

Index
A Activities view
access lists Accounts screen 5-4
changing 6-27 Contacts screen 6-4
Account Briefing view 8-4 Dealers screen 7-4
Account D&B Explorer view 5-6 Households screen 11-4
Account D&B Reports view 5-4 Opportunities screen 8-4
Account Detail view 8-4 Activity Analysis chart 8-15
Account Explorer view activity plans
create accounts procedure 7-11 creating for contacts 6-14
accounts Activity Plans view
adding assets 5-11 Accounts screen 5-4
adding to opportunities 8-13 Contacts screen 6-4
adding vehicle owner 9-10 Dealers screen 7-4
adding vehicles directly 5-9 Opportunities screen 8-4
administering 7-7 Add New Record command 2-23
associating related vehicles 9-9 administrative tasks
associating vehicles by relationship 5-10 adding a product to a product line. 10-17
business scenarios 5-8 adding literature to a product 10-20
create procedure 7-11 adding sales team members to an
hierarchies 7-11 opportunity 8-18
overview 5-2 associating related products 10-19
setting up account hierarchies 7-11 associating responsibilities with a
tasks 5-9 user 4-25
viewing associated quotes 12-29 changing access lists for contacts 6-27
views 5-3 changing team members for
workflow 5-7 households 11-12
Accounts explorer applet creating new product lines 10-14
create new accounts procedure 7-11 defining non-vehicle products 10-16
Accounts screen, views 5-4 defining vehicle products 10-15
activities deleting sales team members from an
adding to contacts 6-14 opportunity 8-18
adding to households 11-11 setting up product comparisons 10-19
deleting 11-11 setting up products and product
modifying 11-11 information 10-12
specifying product details 10-19

Index
agreements attachments
adding to contacts 6-19 adding to contacts 6-18
Agreements view adding to households 11-11
Accounts screen 5-4 deleting 11-11
Contacts screen 6-4 modifying 11-11
Quotes screen 12-5 Attachments view
All Accounts Across Organizations view 5-4 Accounts screen 5-4
All Accounts view 5-4 Contacts screen 6-4
All Contacts Across Organizations view 6-4 Dealers screen 7-4
All Contacts view 6-4 Households screen 11-4
All Dealers Across Organizations view 7-4 Opportunities screen 8-4
All Dealers view 7-4 Products screen 10-4
All Households Across Organizations Quotes screen 12-5
view 11-4 AutoQuote button 12-28
All Households view 11-4
All Opportunities Across Organizations B
view 8-4 Back and Forward buttons 2-21
All Opportunities view 8-4 Back Office Accounts view 5-4
All Products (Vehicles) view 10-4 Back Office Orders view 5-4
All Products Across Organizations view 10-4 Bill To/Ship To view 5-4, 12-5
All Products view 10-4 billing addresses, selecting for quotes 12-24
All Quotes Across Organizations view 12-5 Briefing view 5-5
All Quotes view 12-5 Business Description TAS 7-5
All Vehicles across Organizations view 9-4 business object definitions 1-5
All Vehicles view 9-4 business objects layer 1-5
applets business scenarios
association 2-18 accounts 5-8
pick applets 2-18 contacts 6-8
types of 2-10 dealers 7-7
application version 2-7 households 11-6
architectural layers 1-5 opportunities 8-8
Assessments view vehicles 9-6
Accounts screen 5-4
Contacts screen 6-4 C
Opportunities screen 8-4 calculating
assets leases 13-5
adding to accounts 5-11 loans 13-5
Assets view 5-4 Campaign Leads view 8-5
Assignment Administration screens 4-25 Campaigns view 6-5
Assignment Manager, description 4-25 categories
association applets 2-18 adding to contacts 6-13
adding to dealers 7-9

Index
Categories view Connect to options 2-5, 2-6

Accounts screen 5-5 contacts
Contacts screen 6-4 adding 6-11
Dealers screen 7-4 adding activities 6-14
Opportunities screen 8-5 adding agreements 6-19
Change Records command 2-25 adding attachments 6-18
chart applets 2-10, 2-16 adding categories 6-13
charts adding entitlements 6-21
Activity Analysis 8-15 adding households 6-24
Competitor Frequency Analysis 8-15 adding information 6-13
Current Opportunity Analysis 8-15 adding opportunities 6-16
Job Title Analysis 6-25 adding organizations 6-12
Lead Quality Analysis by Rep 8-15 adding relationships 6-20
Pipeline Analysis 8-16 adding service requests 6-22
Pipeline Analysis by Organization 8-16 adding to households 11-9
Pipeline Analysis by Rep 8-16 adding to opportunities 8-11
Probability Analysis by Rep 8-16 adding to vehicles 9-10
Probability Cluster Analysis 8-16 associating entitlements 6-21
Product Analysis 8-16 business scenarios 6-8
Revenue Analysis by Rep 8-16 categories 6-13
Sales Method Bar 8-16 changing access lists 6-27
Sales Method Pie 8-16 charts 6-25
Sales Pipeline Analysis 8-16 creating an activity plan 6-14
Size Analysis 8-16 creating demographic profiles 6-23
Source Analysis 8-16 creating notes 6-17
State Analysis 6-25 creating service requests 6-22
Territory Analysis 8-16 deleting 11-9
Charts view describing relationships between 6-20
Contacts screen 5-6, 6-5 Job Title Analysis chart 6-25
Opportunities screen 8-6 Marketing Administration screen 6-26
Quotes screen 12-5 modifying 11-9
Columns Displayed command 2-8 My Personal Contacts view 6-6
columns, displaying and hiding 2-8 notes 6-17
Competitor Frequency Analysis chart 8-15 other tasks 6-9
Competitors view 8-5 overview 6-2
computer telephony integration. See CTI related activities 6-14
Configuration view 12-5 setting up 6-9
Connect command 2-7 State Analysis chart 6-25
connect string 2-8 tasks 6-9

Index
Contacts applet dealers

Account field 6-12 adding 7-8, 7-9
Household Name field 6-12 adding categories 7-9
Last Name field 6-12 adding makes 7-12
Preferred Communications field 6-12 adding vehicles directly 7-15
Street Address field 6-12 business scenarios 7-7
Contacts screen creating with Dealer Explorer 7-11
views 6-3, 6-4 defining profiles 7-10
Contacts view 5-5 deleting 7-9
Dealers screen 7-4 hours of operation 7-13
Households screen 11-4 locating 13-3
Opportunities screen 8-5 making changes to 7-9
CTRL-click 2-3 modifying 7-9
Copy Record command 2-23 overview 7-2
correspondence options tasks 7-7
setting defaults 3-6 tracking vehicles 7-14
Cost Lists view 10-4 workflow 7-6
CTI Intro-3 Dealers applet
currencies, creating 4-11 Dealer field 7-8
Current Opportunity Analysis chart 8-15 Disable Cleansing field 7-8
Customer Accounts Screen views 7-4 Lock Assignment field 7-8
Customer Satisfaction Survey view 6-5 Parent Dealer field 7-8
customizing the interface using the Site field 7-8
Customize command 2-9 Synonyms field 7-8
Decision Issues view 8-5
D Delete Query command 2-27
data object definitions 1-5 deletions, confirming 3-3
data objects layer 1-5 Demo program 2-5, 2-7
databases demographic profiles
connecting to 2-5 associating with contacts 6-23
supported 1-6 Detail view 11-4
DataMart, option for Connect to 2-6 Details view 10-4
DBMS 1-5 discounts
Dealer Explorer view 7-4 calculating 12-21
creating new dealers 7-11 setting for quotes 12-18
using 7-11 volume 12-21
Dealer Locator Docking preference, description 4-5
overview 13-2 drill down 2-4

Index
E H
eBriefing applets 2-10 history bar 2-21
email, sending from within Siebel history list 2-21
eAutomotive 2-32 hours, listing for dealers 7-13
Employee Administration view, Household Analysis view 11-4
illustration 4-18 Household Contacts applet
employees Last Name field 11-10
adding 4-18 Primary field 11-10
adding responsibilities 4-22 Relationship field 11-10
setting up 4-17 Household Summary view 11-4
verifying responsibilities 4-24 households
Entitlement preference, description 4-5 adding activities 11-11
Entitlements view adding attachments 11-11
Accounts screen 5-5 adding contacts 11-9
Contacts screen 6-4 adding notes 11-11
entitlements, associating with contacts 6-21 adding opportunities 11-10
Execute Query command 2-27 adding service requests 11-10
Explorer applets 2-10 adding to contacts 6-24
Explorer view business scenarios 11-6
Accounts screen 5-5 changing team members 11-12
Opportunities screen 8-5 marketing administration 11-12
Explorer views 2-3, 2-15 overview 11-2
Export command 2-29 tasks 11-7
viewing details 11-8
F views 11-3, 11-4
fax, sending from within Siebel workflow 11-5
eAutomotive 2-32 Households applet
Features and Specifications view 9-4 Address(es) field 11-8
fields Household # field 11-8
read-only 2-23 Household field 11-8
system-generated values 2-23 Last Name field 11-8
Financial Calculator Households view 6-4
overview 13-4
Financial Detail view 9-4 I
Find command 2-26, 2-28 images
Forecasts view 8-5 associating with vehicles 9-11
form applets 2-10, 2-12 viewing 9-12
Forward and Back buttons 2-21 Insert Record command 2-23
Internal Order 12-22
Invoices view 5-5

Index
K Local option for Connect to 2-6

Key Features and Product Image view 10-4 locating dealers 13-3
logging on 2-5
L LOGMGR preference, description 4-5
Lead Quality Analysis by Organization
chart 8-15 M
Lead Quality Analysis by Rep chart 8-15 makes, adding to dealers 7-12
Lead Source Analysis chart 8-15 Manager’s Explorer view
Lead Source Pipeline Analysis chart 8-15 Accounts screen 5-5
leases, calculating 13-5 Contacts screen 6-4
Line Items applet Opportunities screen 8-5
Current Discount field 12-18 Marketing Administration Contacts screen,
Extended Price field 12-18 accessing 6-26
List Price field 12-18 Marketing Administration Opportunities
Net Disc% field 12-18 screen, accessing 8-17
Net Price field 12-18 Marketing Administration Products screen
Next Discount field 12-18 accessing 10-12
Upsell field 12-18 Features and Specifications view 10-11
Line Items view 12-5 Options view 10-11
list applets 2-10 Product Detail Price Lists view 10-11
List of Values Administration view Product Details view 10-11
accessing 4-8 Product Field Service Details view 10-11
fields 4-9 Product Images view 10-11
List of Values Explorer view Product Measurements view 10-11
accessing 4-10 Products (Vehicles) view 10-11
illustration 4-10 Products view 10-11
list-form views 1-7, 2-11 master-detail views 2-13
lists of values, ways to view 4-7 Measurements view 10-5
literature Merge Records command 2-24
adding to products 10-20 Microsoft Windows 2-3
viewing product 10-9 modifying records 2-25
Literature applet MRG preference, description 4-5
Auto Update field 10-20 multi-value groups 2-19
Description field 10-20 MVG dialog box 2-19
File Type field 10-20 My Accounts view 5-4
Local field 10-20 My Contacts view 6-4
Modified field 10-20 My Dealers view 7-4
Name field 10-20 My Delegated Quotes view 12-5
Request field 10-20 My Households view 11-4
Size field 10-20 My Opportunities view 8-4
Literature view 10-4 My Personal Contacts view 6-4
loans, calculating 13-5 My Quotes view 12-5
My Team’s Accounts view 5-4

Index
My Team’s Contacts view 6-4 opportunities (continued)

My Team’s Dealers view 7-4 deleting sales team members 8-18
My Team’s Households view 11-4 making changes to 8-10
My Team’s Opportunities view 8-4 Marketing Administration view 8-17
My Team’s Quotes view 12-5 overview 8-2
tasks 8-9
N views 8-3
New Business Analysis chart 8-15 workflow 8-7
New Query command 2-27 Opportunities view 6-4
Next Record button 2-12, 2-14 Accounts screen 5-5
non-vehicle products 10-16 Dealers screen 7-5
notes Households screen 11-4
adding to households 11-11 options
creating for contacts 6-17 advanced 3-7
deleting 11-11 associating with vehicles 9-12
modifying 11-11 basic 3-3
Notes view confirming deletions 3-3
Accounts screen 5-5 correspondence 3-3
Contacts screen 6-4 default query 3-3
Dealers screen 7-4 description 3-2
Households screen 11-4 sales methodology 3-7
Opportunities screen 8-5 Siebel Remote settings 3-8
start-up screen 3-3
O Options command 2-9
OA preference, description 4-6 Options dialog box
object architecture 1-5 accessing 3-2
online help 2-4 illustration 3-2
operators, for query by example 2-26 Options view
opportunities Products screen 10-4
activities 8-2 Vehicles screen 9-4
adding 8-10 Orders List applet
adding accounts 8-13 Acct Order # field 12-23
adding contacts 8-11 Active field 12-23
adding products 8-13 Address field 12-23
adding quotes 8-14 Approved field 12-23
adding sales team members 8-18 Billable field 12-23
adding to contacts 6-16 Created By field 12-24
adding to households 11-10 Created field 12-24
business scenarios 8-8 Currency field 12-23
Charts view 8-15 Discount% field 12-24
creating quotes based on 12-11 First Name field 12-23
definition 8-2 Last Name field 12-23
Order Number field 12-23

Index
Orders List applet (continued) price lists

Price List field 12-23 selecting 12-16
Priority field 12-23 setting default 12-7
Site field 12-23 Price Lists view 10-4
Status field 12-23 pricing information, viewing 10-7
Type field 12-23 Probability Analysis by Rep chart 8-16
orders, entering 12-23 Probability Cluster Analysis chart 8-16
Organization Administration view, Product Analysis chart 8-16
illustration 4-13 Product Comparison view 10-5
Organization Analysis view Product Defects view 10-5
Accounts screen 5-5 product features, comparing 10-8
Contacts screen 6-5 Product Field Service Details view 10-5
Opportunities screen 8-5 Product Line Definition applet
organizations Description field 10-14
adding divisions 4-13 Product Line field 10-14
adding to contacts 6-12 Product Line Manager field 10-14
defining 4-12, 4-14 Products field 10-14
viewing associated vehicles 7-16 product lines, tasks 10-12
products
P adding literature 10-20
paging from within Siebel eAutomotive 2-32 adding to opportunities 8-13
Partners view 8-5 administration views 10-11
password 2-5 associating related products 10-19
pick applet dialog boxes 2-18 associating with product lines 10-17
Pipeline Analysis by Organization associating with services in quotes 12-22
chart 8-16 comparing features 10-8
Pipeline Analysis by Rep chart 8-16 creating new product lines 10-14
Pipeline Analysis chart 8-16 defining non-vehicle 10-16
Position Administration view, defining product lines 10-13
illustration 4-14 defining vehicle 10-15
positions, defining 4-12, 4-14 Marketing Administration screen 10-10
predefined queries 2-26 overview 10-2
setting the default 3-5 reviewing pricing information 10-7
preferences setting up product comparisons 10-19
list of 4-5 setting up product information 10-12
querying 4-5 specifying product details 10-19
setting 4-4, 4-5 tasks 10-7
Presentations view viewing literature 10-9
Accounts screen 5-5 viewing pricing information 10-7
Opportunities screen 8-5 views 10-3
Previous Record button 2-12, 2-14 workflow 10-6

Index
Products applet quotes

Configuration field 10-15 adding products to services 12-22
Model Product field 10-15 adding to opportunities 8-14
Product Category field 10-15 adding to opportunities and
Regulatory Certification field 10-15 accounts 12-12
Products view 8-5 adding write-in products 12-16
Profile view allocating vehicles 12-20
Accounts screen 5-5 associating products with services 12-22
Contacts screen 6-5 AutoQuote 12-28
Dealers screen 7-5 calculating volume discounts 12-21
profiles copying or revising 12-10
defining for dealers 7-10 creating 12-7
Profiles view 8-5 creating based on opportunities 12-11
Projects view creating new 12-8
Accounts screen 5-5 entering line items 12-14
Opportunities screen 8-5 entering orders 12-23
Proposals view entering products 12-15
Accounts screen 5-5 maintaining in the Opportunities
Opportunities screen 8-5 screen 12-27
Purchase Order 12-22 overview 12-2
revising 12-11
Q selecting billing and shipping
QBE (query by example) addresses 12-24
operators for 2-26 selecting price lists 12-16
using 2-26 setting default price list 12-7
queries setting discounts 12-18
Delete Query command 2-27 tasks 12-6
Execute Query command 2-27 Terms and Totals view 12-25
New Query command 2-27 updating 12-27
performing 2-26 using line items 12-13
predefined 2-26 using orders 12-22
Refine Query command 2-27 using terms and totals 12-25, 12-26
Save Query As command 2-27 Verify button 12-15
setting default for predefined 3-5 viewing 12-29
Queries picklist 2-26 views 12-4
query by example
operators for 2-26
using 2-4, 2-26

Index
Quotes form applet S

Active field 12-9 Sales and Service - Hours view 7-5
Created field 12-9 Sales and Service - Makes view 7-5
Currency field 12-9 Sales Method Bar chart 8-16
Due field 12-9 Sales Method Pie chart 8-16
Effective field 12-9 sales methodology, setting a default 3-7
Price List field 12-9 Sales Order 12-22
Quote Number field 12-9 Sales Pipeline Analysis chart 8-16
Revision field 12-9 Sales Pipeline Phase Analysis chart 8-16
Sales Representative field 12-9 sales teams
Status field 12-9 adding members 8-18
Through field 12-9 deleting members 8-18
Quotes view 5-6, 6-5, 8-6 Sample
database 2-5
R option for Connect to 2-6
read-only fields 2-23 Save Query As command 2-27
records schema version 2-7
adding 2-23 screen, elements of 1-7
associating with each other 2-23 search operators for QBE 2-26
creating associations between 2-23 selecting multiple items in list applets 2-3
merging duplicates 2-24 Send Fax command 2-32
modifying 2-23, 2-25 Send Mail command 2-32
moving between 2-12, 2-14 Send Page command 2-32
Redo command 2-3 Server option for Connect to 2-6
Refine Query command 2-27 Service Agreements view 5-6
Relationships view 6-5 Service Explorer view 5-6
Repair Order 12-22 Service Order 12-22
Reports menu 2-30 Service Profile view 5-6
repository file 2-8 Service Request view 11-4
Responses view 6-5 service requests
responsibilities adding to households 11-10
adding 4-24 associating with contacts 6-22
associating users 4-20, 4-21 Service Requests view
user 2-6 Accounts screen 5-6
Responsibility Administration view, Contacts screen 6-5
illustration 4-21 Dealers screen 7-5
Returned Merchandise Authorization Vehicles screen 9-4
(RMA) 12-22 service requests, assigning 4-2
Revenue Analysis by Rep chart 8-16 services, associating with products in
right-clicking 2-17 quotes 12-22
RMA (Returned Merchandise SHIFT-click 2-3
Authorization) 12-22

Index
shipping addresses, selecting for T

quotes 12-24 TA preference, description 4-6
Siebel eAutomotive table owner 2-8
architecture 1-5 TAS view
configuration 4-2 Accounts screen 5-6
installation 4-2 Contacts screen 6-5
logging on 4-3 Dealers screen 7-5
preferences 4-4 Opportunities screen 8-6
upgrading 4-2 tasks
Siebel eBusiness Applications associating responsibilities with a
interface elements 2-4 user 4-25
Siebel Object Architecture 1-5 basic administrative 4-2
Siebel Remote logging on 4-3
default settings 3-8 team members
implementing Intro-2 changing 11-12
Siebel Report Viewer 2-30 technical support 2-7
Siebel technical support 2-7 Technical Support preference,
Size Analysis chart 8-16 description 4-6
Skills view 8-6 Terms and Totals view 12-5
SmartScript Intro-3 terms and totals, using 12-26
sorting records using the Sort Order Territory Analysis chart 8-16
command 2-8 threads 2-21
Source Analysis chart 8-16 toggle button
SQLStyle preference, description 4-6 in chart applets 2-16
SR’s and Opportunities view 5-6 using 2-17
Standard Features and Specifications toolbar shortcuts 2-17
view 10-4 Tracking view 9-4
start-up screen, setting up 3-4 tree applets 2-10
start-up view, setting the default 3-4 Trends and Objectives TAS 7-5
Summary view
Contacts screen 6-5 U
Vehicles screen 9-4 Undo command 2-3, 2-23
supported platforms 1-6 Undo Record command 2-23
system preferences user interface object definitions 1-5
list of 4-5 user interface objects layer 1-5
querying 4-5 user name 2-5, 2-7
setting values 4-5 user responsibilities 2-6
system requirements 1-6 users
system-generated values 2-23 adding views 4-23
associating responsibilities 4-20, 4-21
deleting views 4-23

Index
V Vehicles screen
Vehicle Administration screen, views 9-3
accessing 9-13 Vehicles view 8-6
Vehicle Detail view 9-4 Accounts screen 5-6
Vehicle Image view 9-4 Contacts screen 6-5
vehicles Quotes screen 12-5
adding 9-7 version
adding contacts 9-10 application 2-7
adding directly to accounts 5-9 schema 2-7
adding directly to dealers 7-15 View Administration view, illustration 4-16
adding owner accounts 9-10 view formats 2-11
allocating to a quote 12-20 View menu 2-8
Application Administration view 9-13 views 1-7
assigning to dealers 7-14 adding 4-23
associated with an organization 7-16 administration 1-8
associating images 9-11 defining 4-16
associating options 9-12 deleting 4-23
associating related accounts 9-9
associating with accounts by W
relationship 5-10 Warranties view 10-5
business scenario 9-6 Web browser, eBriefing applets 2-10
calculating lease prices for 13-5 Windows (Microsoft) 2-3
calculating loan prices for 13-5
changing status 9-14
defining products 10-15
overview 9-2
tasks 9-7
viewing images 9-12
views 9-4
workflow 9-5
Vehicles applet
Location field 9-8
New/Used field 9-8
Odometer UoM field 9-8
Owned By field 9-8
Product field 9-8
Purchase Type field 9-8
Reading Date field 9-8
Sold By field 9-8
Status field 9-8
VIN field 9-8

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SIEBEL eBUSINESS APPLICATIONS

SIEBEL eAUTOMOTIVE GUIDE

Windows® is a registered trademark of Microsoft Corporation.

Chapter 2. Fundamentals of Siebel eAutomotive

Version 6.0 Siebel e Automotive Guide iii

Customizing the Siebel Application Interface . . . . . . . . . . . . . . . . . . . . 2-8

Chapter 3. Setting Your Options

iv Siebel e Automotive Guide Version 6.0

Advanced Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

Chapter 4. Basic Administrative Tasks

Version 6.0 Siebel e Automotive Guide v

vi Siebel e Automotive Guide Version 6.0

Version 6.0 Siebel e Automotive Guide vii

Chapter 10. Products

vii i Siebel e Automotive Guide Version 6.0

Chapter 11. Households

Chapter 12. Quotes

Version 6.0 Siebel e Automotive Guide ix

Chapter 13. eAutomotive Tools

x Siebel e Automotive Guide Version 6.0

Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2

How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4

Optional Modules supported by eAutomotive . . . . . . . . . . . . . . . . . Intro-5

Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-6

Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-7

Siebel Welcomes Your Comments . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-8

Version 6.0 Siebel e Automotive Guide I n tr o - 1

Who Should Use This Guide Intro

This guide is part of a comprehensive documentation set for Siebel eAutomotive.

Installers Persons responsible for setting up Siebel eAutomotive for

This guide assumes that you have successfully installed

In t ro - 2 Siebel e Automotive Guide Version 6.0

Marketing Persons responsible for setting up and maintaining a

Documentation Specific to Siebel eAutomotive

■ Siebel eAutomotive Guide (this guide)

■ Siebel eAutomotive eDealer .COM Applications Guide

■ Siebel eAutomotive Interface Tables Reference

■ Siebel eAutomotive Data Model Reference

■ Siebel eAutomotive System Requirements and Supported Platforms

Version 6.0 Siebel e Automotive Guide I n tr o - 3

■ Siebel eAutomotive Release Notes

■ Siebel Release Notes

■ Siebel Online Help

Documentation for All Siebel eBusiness Applications

How This Guide Is Organized Intro

In t ro - 4 Siebel e Automotive Guide Version 6.0

Optional Modules supported by eAutomotive Intro

Table 1. Siebel eBusiness Applications Modules Supported for Siebel eAutomotive

Feature Where to Find Information

Siebel eBusiness Applications Siebel eSales Guide, Siebel eService Guide

Siebel Thin Client Siebel HTML Thin Client Guide

Siebel Email Agent Siebel eMail Response Guide

Siebel Order Entry Siebel Field Service Guide

Siebel Revenue Forecasting Siebel Applications Administration Guide

Siebel Product Configurator Siebel Product Configurator Guide

Siebel Quotes Siebel Applications Administration Guide

Siebel Contracts Siebel Applications Administration Guide

Siebel Product Forecasting Siebel Applications Administration Guide

Version 6.0 Siebel e Automotive Guide I n tr o - 5

Additional Documentation Intro

The following documentation also provides information on the topics addressed in

Siebel Applications Administration Guide

Administrators and developers, such as marketing administrators, call center

Another source of information is the Siebel Online Help.