First-Time Users

Q: How do I register?
A: You can self-register, or a delegated administrator at your company can register you.

To self-register:

1. On the Login page, click I'm a New User.
   The New User Registration view is displayed.
2. Fill in the User Profile form.
3. Click Register.
   You will receive confirmation of your registration.

If you need to view service-related data other than what you personally create, an administrator may have to perform some post-registration tasks, such as adding you to an account. Ask a delegated administrator at your company or an administrator at the host company for details.

Q: How do I access the site without registering?
A: On the Login page, click the Browse button. You will be able to search for and view FAQs and existing solutions.

Q: How do I retrieve my forgotten password?
A: You cannot retrieve a forgotten password. If you forget your password, you must request a delegated administrator or an administrator at the host company to create a new password for you.

Q: How can I avoid having to enter my user name and password every time I log in?
A: Check the Remember My User Name and Password checkbox on the Login page to avoid having to reenter your login data during a session.
When you log out by clicking the Logout button, the server forgets your user name and password. Subsequent visits require login.

Q: How do I navigate the site?
A: To move around in the site you click tabs, views, buttons, and links.

• Tabs are displayed in a row near the top of the page. If the tabs do not all fit on a single row, they continue on a second row. Each tab corresponds to a major section of the site. To let you know where you are, the current tab is highlighted.
• Views are subsections of tabs, displayed in a column at the left side of the page. Not all tabs have views. Like tabs, views are highlighted to let you know where you are.
• Buttons take you to specific pages in the site (such as Help) or allow you to take action, (such as Go). Some buttons are displayed only after you have logged on to the site.
• Links can appear anywhere on a page. They work just like the links on other Web sites.

Working with Database Records

Q: How do I work with database records?
A: Database records are displayed in Lists and Forms.

• Lists display records as rows. For example, a Contacts list displays information about a person (a record) on each row. The fields (items of information that make up a record) are displayed in columns.
  • Long lists are displayed a few records at a time. To page down through the list, click Next. To page up, click Previous.
  • Lists don't usually display all of the information in the record. To see more information, click a link within the record.
  • To rearrange a list, click the arrows in the column headings. You can sort by ascending (A-Z) or descending (Z-A) order.
• A Form displays an individual record.
  • A form often appears when you click a link within a list.
  • To display the next record, click Next. To display the previous record, click Previous.

Q: How do I limit the records in a list to just those I want to see?
A: Use the Find option to show just those records that match your criteria.

Q: How do I sort records in a table?
A: Many fields in tables have a Sort Ascending and Sort Descending button, shown as arrows to the right of the field name. Click an arrow to sort in ascending or descending order based on the value of this field.

Q: How do I add a new record?
A: Click the New button at the top of a list to display a form that lets you enter information for a new record. Not all lists have a New button.

Q: How do I delete a record?
A: Click the Delete button to the right of a record to delete that record.

Q: How do I edit a record?
A: Click the Edit button to the right of the record to display a form that lets you edit that record. When a record can't be modified, the Edit button is not displayed. When you are finished editing, click Save. If you open the wrong record or decide not to save your changes, click Cancel.

Q: What does it mean when a record has a "New" flag?
A: No one at the dealer company has worked on this record yet.

Q: What is the difference between Search and Find?
A: Find allows you to complete a query against specific fields of a record. You can use <(less than), > (greater than), = (equals), and other symbols to build a query.
Search allows you to do a full text search. You can only search against text strings in the database. Search results are returned in the order of relevance to your search criteria. Records with the highest relevance are displayed first. The closer the match to your search criteria, the higher the relevance.

Once you have found an item you want, add it to your Shopping Cart. When your Shopping Cart contains all the items you want to purchase, you can either order these items immediately by checking out, or save the items in a quote that you can modify later.

Happy Shopping!!

First-Time Visitors

Q: How do I register?
A: Point your browser at the Siebel eSales Web site and click New User. Enter the required information, including a user name and password. Use this user name and password to log in to the Siebel eSales site on subsequent occasions.

Q: How do I access the site without registering?
A: Point your browser at the Siebel eSales Web site and click Browse. If you decide to add items to your Shopping Cart, you will be asked to register.

 

My Personal Profile

Q: How do I update my personal information?
A: To update your profile:

1. Click Profile.
2. Select the area of your profile that you wish to change (Basic Profile, Address Book, Credit Cards, or Subscriber Preferences).
3. Edit the existing information or add additional items such as new credit cards and addresses.

Q: How do I create additional users for my company?
A: Your company's administrator has access to a list of authorized users from your company. For the administrator to create new users, he or she must:

1. Click Administration in the tab bar.
2. Click New.
3. Fill in the required information, including user name and password.

 

My Home Page

Q: How are My Recommended Products determined?
A: The Recommended Products are products that are related to your past purchases. We filter these products to ensure that we do not recommend something you have previously bought. If you do not have any past purchases, Recommended Products are products that we recommend based on our knowledge of your preferences. To obtain recommended products that better fit your needs, please fill in all of the optional fields within your profile.

 

Product Information

Q: How can I find products I am interested in?
A: To find products you are interested in, you can navigate the catalogs by clicking on the categories that broadly describe the type of product. As an alternative, if you know the specific product or category you are interested in, you can search for it by entering it into the search box and clicking GO.

Q: Where can I find detailed information about products?
A: To find detailed information on a product, navigate to the product by using the catalogs or by searching. Clicking on the product name presents detailed information on the product, including a product description, product features, related products, and any literature associated with the product. Furthermore, you can compare this product with other similar products by clicking on the Product Comparison button.

Q: What is the difference between Search and Find?
A: Find allows you to query against specific fields of a record. You can use < (less than), > (greater than), = (equals), and other symbols to build a query.
Search allows you to do a full text search. You can only search against text strings in the database. Search results will be returned in the order of relevance to your search criteria. Returns with the highest relevance are displayed first. The closer the match to your search criteria, the higher the relevance.

Q: What are Related Products?
A: Related products are products that complement the current product. Purchasing a related product might enhance your experience in using the current product.

Q: How do I purchase products?
A: When a product you wish to purchase is displayed, click Add Item. This adds the product to your Shopping Cart. You may view the contents of your Shopping Cart by clicking Shopping Cart on the tab bar. Once your Shopping Cart has all the products you wish to purchase, click Check Out to order these products.

Q: Why aren't all of my negotiated discounts reflected in the catalog?
A: The catalog shows the starting point for an item's price. You may eligible for additional discounts on an item based on promotions or volume discounts that are in effect. You will see these discounts when you place the item into your Shopping Cart. You may also be eligible for aggregate discounts on the entire Shopping Cart. These discounts are shown when you check out, or save the cart as a quote.

 

Configuring Products

Q: How do I configure a product?
A: To configure a product or service:

1. Click Add Item. The configuration screen is displayed, with a list of categories that contain choices for this product or service.
2. Click a category to display the options for that category.
3. Click Add to add an item to the Current Solution.
4. Once your Current Solution contains all the options you wish to purchase with this product or service, click Continue to add the solution to your Shopping Cart.

Q: What is a solution?
A: An eSales solution is a bundle of products or services that, when grouped together, is considered one product. When you configure a product by making choices about which options to include, you are creating an eSales solution.

Q: What are solution messages?
A: Solution messages provide alerts based on options you are choosing during the configuration process. These alerts include warning messages when you choose conflicting items, informative messages when you choose an item that excludes other items, and messages that let you know that you have chosen an item that requires another item. Solution messages can also recommend items that best meet your needs.

Q: How do I obtain more information about items?
A: Clicking on the item name presents an Item Detail page that gives detailed information about the item.

Q: How do I add multiple quantities of a given solution to my cart?
A: Once you have added the desired options in the Current Solution, click Continue. You will be prompted for the number of units of this solution you wish to add to your Shopping Cart. Enter the quantity you wish to add and click Save.

 

Shopping Cart

Q: How do I remove items from my Shopping Cart?
A: To remove items from your Shopping Cart:

1. Click Shopping Cart.
2. To remove a single item, click the Delete Icon on the line for that item.
3. To remove all the items, click Empty Cart on the top of the Shopping Cart.

Q: How do I order the items in my Shopping Cart?
A: From the Shopping Cart page, click Check Out to go through the shipping and payment selection steps and check out.

 

Quotes

Q: What is the purpose of a quote?
A: A quote saves your selections and locks in their prices for a period of time. As long as the quote has not expired, you can convert the quote into an order by clicking the Order button on the quote.

Q: How can I add items to a quote?
A: On the Home page or the Quotes page, click a quote number under My Saved Quotes. The quote details are displayed. Click the Edit button to modify the quote.

Q: Why do I see different prices when I activate a quote?
A: When a quote is edited, the prices are updated to reflect the current prices and promotions that are on offer. If you wish to take advantage of a quote that has locked-in prices that are lower than current prices, then you should order it directly without making any modifications.

Q: What happened to the items that were in my Shopping Cart before I began editing a quote?
A: To edit a quote, you must move its contents to the Shopping Cart. Any items that were already in the Shopping Cart are replaced by the contents of the quote you wish to edit. If you wish to save the contents of your current Shopping Cart, you must save it as a quote before you activate the saved quote.

 

Orders

Q: How do I select a different credit card from the default?
A: To change your predefined payment options:

1. Click Edit on the payment information page.
2. Enter your credit card details directly or select a credit card from your current list of cards.

Q: How do I select a different shipping address from the default?
A: To change your current shipping options, click the Edit button on the shipping information page. Then click the Select link to pick a different address from your address book. If you do not have the address you would like to use in your address book, you can add it directly from this page.

Service Requests

Q: How do I use this service Web site?
A: You can resolve your service issues efficiently and effectively by choosing from a variety of self-service resources and multiple channels of communication with service center personnel.
You have access tools and search tools to use with a knowledge base of existing FAQs (frequently asked questions), solutions, and service requests. You can use a self-service interactive guide that tailors a solution to the answers you provide to a sequence of questions.
To take advantage of service center expertise, you can submit service requests, including attaching relevant documents that better describe your problem. You are notified by email of updates provided by service center agents.
You have access to your order status and history. Orders can be of different types:

• Sales orders are purchases that you have made.
• Repair orders cover sending your item to a third party for repair.
• Service orders cover parts that are ordered to repair an item.
• Purchase orders cover items we must obtain from a third party to fulfill your sales order.
• RMA Returns are return material authorizations that allow you to return items to us.
• RMA Repair returns are return material authorizations that allow you to return an item for us for repair.
• RMA Advanced Exchanges are return material authorizations that allow you to exchange an item needing repair for a new item.

Finally, you can have a virtual meeting with an agent in which you share desktop imagery while communicating verbally by the mode of your choice.

Q: How do I submit a service request?
A: To submit a service request as a registered user:

1. From the Home Page, click New on the My Service Requests list view. The New Service Request view is displayed.
2. Complete the form, describing your service issue. Enter text or select from a picklist for each field.
3. Click the Save button to submit your service request.

Q: How do I update my existing service request?
A: To update an existing service request:

1. Click Service in the tab bar. The Service Requests view is displayed.
2. Click My Service Requests in the view bar. Your service requests are displayed.
3. Locate the service request to be updated. Click the Next and Previous buttons to scan the list or click the Find button to search on specific criteria.
4. Click the Service Request # field. The Service Request Detail view is displayed.
5. In the Updates list applet at the bottom, click the Add button. The Add Update view is displayed.
6. Enter your update in the text box, then click Save.

Q: How do I view my service requests?
A: To view all the service requests you have created:

1. Click Service in the tab bar. The Service Requests view is displayed.
2. Click My Service Requests in the view bar. Your service requests are displayed.
3. Click the Service Request # field to see the detail of a service request.

Q: How do I see a solution?
A: Solutions are often attached to a service request for your convenience.

1. Click Service in the tab bar. The Service Requests view is displayed.
2. Click My Service Requests in the view bar. Your service requests are displayed.
3. Locate the service request to be updated. Click the Next and Previous buttons to scan the list or click the Find button to search on specific criteria.
4. Click the Service Request # field. The Service Request Detail view is displayed.
5. Drill down on the solution title in the Solutions applet.
6. On occasion, a resolution document is associated with a solution. You can drill down to open it.

Q: How do I search for a specific service request?
A: To search for a specific service request:

1. In the Search applet on the home page and on several other pages, click the down-arrow next to the Search field.
2. Select Service Requests from the picklist.
3. Enter text criteria to search on in the For box.
   Do not use quotes. You can connect text strings with AND, OR, or NOT. You can also use wildcards. The asterisk (*) is a wildcard for any string, and the question mark (?) is a wildcard for any character. For example, searching on dat* will find service requests containing date, database, data source, and so on. Searching on dat? Will find service requests containing date, data, etc.
4. Click Go. The Search Results view is displayed and contains the service requests satisfying the search criteria.
   

You can also use advanced search options by clicking the Advanced Search button in the Search applet.

Q: What is the difference between Search and Find?
A: Find allows you to complete a query against specific fields of a record. You can use < (less than), > (greater than), = (equals), and other symbols to build a query.
Search allows you to do a full text search. You can only search against text strings in the database. Search results will be returned in the order of relevance to your search criteria. Returns with the highest relevance are displayed first. The closer the match to your search criteria, the higher the relevance.

Q: How do I use the Find button?
A: Use the Find button to locate specific service requests or orders. The Find button is in the upper right corner of several applets listing service requests or orders.

To find service requests or orders:

1. Click Find. The Find Service Requests or Find Orders view is displayed.
2. Enter criteria for the field you want to search on.
   You can use wildcards. The asterisk (*) is a wildcard for any string, and the question mark (?) is a wildcard for any character. If you enter criteria in more than one field, your results will be those records satisfying all the criteria.
3. Click Submit. The records satisfying your criteria are listed. 

You can also use the Search applet to locate service requests and orders.

Q: How do I add an attachment to a service request?
A: To add an attachment to a service request:

1. Click Service in the tab bar. The Service Requests view is displayed.
2. Click My Service Requests in the view bar. Your service requests are displayed.
3. Locate an existing service request to update, then click the Service Request # field. The Service Request Detail view is displayed.
4. In the Attachments list applet, click the Add button. The Add Attachment view is displayed.
5. Click the Select button next to the File Name text box. The Browse form applet is displayed.
6. Click the Browse button. The Choose File dialog box is displayed
7. Go to the file to be attached, then click Open. The Choose File dialog box is displayed
8. Click Add.
9. Click Save on the Add Attachment form applet.

 

Orders

Q: How can I check the status of an order?
A: To check the status of an order:

1. Click Orders in the tab bar. The Orders view is displayed.
2. Click My Orders or My Company’s Orders in the view bar. Your personal orders or those of your company are displayed.
3. Locate the order you want to check. Click the Next and Previous buttons to scan the list or click the Find button to search on specific criteria.
4. Click the Order # field. The Order Detail view is displayed, including the status of the order.

 

Solutions

Q: How do I access the FAQs?
A: Click Home or Solutions in the tab bar to see a Frequently Asked Questions list applet. You can scan the FAQ applet in the Solutions screen by clicking the Next or Previous buttons. Click a FAQ question to display its answer.

You can also do a search for FAQs containing specific text.

To search for a FAQ:

1. In the Search applet on the home page and several other pages, click the down-arrow next to the Search field.
2. Select FAQs from the picklist.
3. In the For box, enter text criteria to search on.
   Do not use quotes. You can connect text strings with AND, OR, or NOT. You can also use wildcards; * is a wildcard for any string, and ? is a wildcard for any character. For example, searching on dat* will find service requests containing date, database, datasource, and so on. Searching on the? will find service requests containing them, they, then, and so on.
4. Click Go. The Search Results view is displayed with the FAQs satisfying the criteria.

Q: How do I troubleshoot my problem?
A: You can use an interactive guide to help troubleshoot your service problem. You will be asked dynamically generated questions that are based on answers that you have previously given.

To use an interactive troubleshooting guide:

1. Click Solutions on the tab bar. The Frequently Asked Questions view is displayed.
2. Click Troubleshooting Guide on the view bar. The Troubleshooting Guide view is displayed.
3. Scan the list of troubleshooting topics. Use the Next and Previous buttons to see more topics.
4. Click a troubleshooting topic. A form applet with questions is displayed.
5. For each group of questions, choose answers from the picklists, then click Next. If the Next button is not available, click Finish. A suggested solution for your service issue is displayed.
6. Click Cancel to exit.

Q: How can I get instructions for performing a task?
A: You can use an interactive guide to lead you through a task. You will be asked dynamically generated questions that are based on answers that you have previously given.

To use an interactive instructions guide:

1. Click Solutions on the tab bar. The Frequently Asked Questions view is displayed.
2. Click Instructions on the view bar. The Instructions Guide view is displayed.
3. Scan the list of instructional topics. Use the Next and Previous buttons to see more topics.
4. Click an instructional topic. A form applet with questions is displayed.
5. For each group of questions, choose answers from the picklists, then click Next. If the Next button is not available, click Finish.
6. Click Cancel to exit.

Q: How do I find answers to my questions?
A: You can use key words to search the knowledge base of existing solutions and FAQs.

You can also use advanced search options by clicking the Advanced Search button on the Search applet. With advanced search options, you can search multiple sources of data at once.

To search for information:

1. In the Search applet on the home page and several other pages, click the down-arrow next to the Search field.
2. Select a data source, such as Solutions or FAQs from the picklist.
3. In the For box, enter text criteria to search on. Do not use quotes. You can connect text strings with AND, OR, or NOT. You can also use wildcards; * is a wildcard for "any string", and ? is a wild card for any character. For example, searching on dat* finds service requests containing date, database, datasource, and so on. Searching on the? finds service requests containing them, they, then, and so on.
4. Click Go. The Search Results view is displayed with the data records satisfying the criteria.

Q: How can I locate dealers?
A: You can search for dealers by vehicle make, dealer locale, both, or neither. A query returns all dealers from the database that fit the criteria.

To locate dealers:

1. Click the Dealer Locator tab. The Dealer Locator view is displayed.
2. Click the Find button on the Dealer Locator applet. The Find Dealer form applet is displayed.
3. To restrict your results by vehicle make, choose a vehicle make from the Make picklist.
4. To restrict your results geographically, enter any combination of city, zip code, and two-letter abbreviation for a state.
5. Click the Search button. A list of dealers fitting your vehicle make and geographical criteria is displayed.

Communication

Q: How can I communicate with a live service representative?
A: You can communicate with a service agent in a real-time virtual meeting. You can choose the verbal communication mode: telephone, Voice over IP, or text chat. Concurrently you can share desktop imagery with an agent. With the eCollaboration feature, when one of you goes to a Web site, the other follows in their browser. When one uses a desktop application, the other can see that desktop image, whether they have the application or not.

To have a virtual meeting with a service agent:

1. Click Solutions on the tab bar. The Frequently Asked Questions view is displayed.
2. Click Contact a Service Agent on the view bar. The Contact a Service Agent view is displayed.
3. Click the Request Web Collaboration link. The Contact a Service Agent form applet is displayed.
4. Enter a description of your problem, choose a verbal communication mode from the picklist. And enter a new phone number if necessary, then click Save. If you have requested a phone call, you must have a phone line available for the agent to use.
   If you have not used eCollaboration before, the necessary software will be offered for automatic download and installation.
   Shared desktop imagery is displayed in a new browser window. Depending on your choice, an applet is displayed for text chatting or Voice over IP communication, or you receive a phone call from the agent.
5. The agent will guide you in using the eCollaboration software.

Q: What is Voice over IP?
A: Voice over IP allows you to talk to someone using the Internet. IP stands for Internet Protocol, which is the standard communication protocol used on the Internet. You must have a microphone and speakers connected to your computer to use this feature. By talking into the microphone in conjunction with the voice over IP software, you will be able to speak to an agent without the use of a telephone. You will be able to hear the agent through the speakers on your computer.

Q: What is text chat?
A: Text chat is a feature that allows you to provide real-time written communication to an agent while connected to the Internet. The technology works like a private chat room. You will be able to see messages from an agent and enter your answers and questions via your keyboard in real time.

 

Contact and Feedback

Q: How do I find and change contact information such as addresses, phone numbers, and subscriber preferences?
A: From any view, click Profile in the upper right corner. You can view and edit your personal information.

Q: How do I provide feedback about this service Web site?
A: You can fill out and submit a customer satisfaction survey to provide feedback about your experience at this service Web site. The survey consists of six questions about the resolution of your service issue and your satisfaction with the experience.

To submit a customer satisfaction survey about your Web site experience:

1. Click Service Requests in the tab bar. The My Service Requests view is displayed.
2. Click Customer Satisfaction Survey in the view bar. The Customer Satisfaction Survey view is displayed.
3. Click the Fill a Customer Survey for this Web Experience! link. The Customer Satisfaction Survey form applet is displayed.
4. Complete at least one question on the form. Choose from the picklist for questions 1-5. Enter text for question 6.
5. Click Save to submit your survey.

Q: How do I provide feedback about a specific service request?
A: You can fill out and submit a customer satisfaction survey to provide feedback related to a service request. The survey consists of six questions about the resolution of your service issue and your satisfaction with the experience.

To submit a customer satisfaction survey about a specific service request:

1. Click Home or Service Requests in the tab bar.
2. In the My Service Requests list applet, click the link in the SR# field for a service request. The Service Request Detail view is displayed.
3. Click the Fill a Customer Survey for this Service Request! link. The Customer Satisfaction Survey form applet is displayed.
4. Complete at least one question on the form. Choose from the picklist for questions 1-5. Enter text for question 6.
5. Click Save to submit your survey.

Q: What if my description of my service request is long?
A: When filling out a new service request description field, you are limited to a certain number of characters. If your description exceeds this number of characters, we will automatically create a text file attachment as part of your service request. You will see a part of your description in the description field of the service request. The entire description will be contained in an attachment with the filename: <your service request number>_Description.txt.

Siebel eDealer makes it possible to share information with our dealers to help them sell our products and provide service to our customers.

If you sell our products, it lets you:

• Receive sales opportunities from us, including customer accounts, contact, household, and vehicle information
• Enter and manage your sales opportunities
• Create, view, and update sales activities
• Create and track quotes and sales orders
• Track the status of your marketing development funds
• Enter and track your fund requests
• View the product catalog
• View literature
• Update your personal profile
• Administer eDealer users at your company

If you provide service for our products, Siebel eDealer lets you:

• Receive and manage customer service requests we assign to you
• Enter and manage your customer service requests
• View service solutions to help resolve customer service issues
• Update your personal profile
• Administer eDealer users at your company

 

Logging In

Q: How do I log in to eDealer?
A: Use your Web browser to go to our eDealer Web site, and enter your login name and password.

Q: How do I obtain a login name?
A: You will be given a login name and password by us or by the delegated administrator at your company.

Q: How do I manage my profile?
A: Click the Profile button of the eDealer Web site to display a page that lets you enter and maintain your profile.

Q: Where do I go from the home page?
A: Click the hyperlinks on the home page to go directly to your newest work, or click an eDealer tab to use any screen of the eDealer Web site.

 

Administration

Q: How do I view information about my company?
A: Click the Administration tab. Then click Organization on the view bar to display information about your company.

Q: How do I update information about my company?
A: Click the Administration tab. Then click Organization on the view bar. Then you can:

• Click the New button of the Positions list to add new positions at your company.
• Click the Edit button to the right of an existing position to edit it.
• Click the Delete button to the right of an existing position to delete it.

Q: How do I create user profiles (including Username and Password for the Dealer Portal) for new employees in my company?
A: Click Administration on the tab bar to display User Administration view. Click the New button to display a form that lets you enter information about a new user.

Q: How do I update/edit user profiles (including Username and Password for the Dealer Portal) for my company's employees?
A: Click Administration on the tab bar to display User Administration view. Click the Edit button to the right of a record to display a form that lets you edit the information about that user.

 

My Home Page

Q: What do the lists on my home page represent?
A: The lists on your home page represent your newest work, such as new opportunities, service requests, and other information.

Q: What happens if I drill down into a link in a list?
A: Click a link in a list to display detailed information about that item.

About the Dealer Portal

Q: What are Screens and Views?
A: Click the tabs at the top of eDealer to display screens that list your opportunities, service requests, and other data. Click the view bar on the left of eDealer to display specific views of the current screen, such as My Opportunities and My Team's Opportunities.

Q: What are List pages? What happens if I drill down into a link in the table?
A: Clicking an eDealer tab displays lists of data, such as a list of Opportunities or of Service Requests. The items in the list include hyperlinks that you can click to display details about an item.

Q: What are Detail pages?
A: A detail page displays a form with detailed information about one opportunity, service request, or other item of information, plus other data associated with it, such as all the contacts for an opportunity.

Q: How can I move from one page to another?
A: Click a hyperlink in an item on a list to display a detail page for that item. Click the Back Button of your browser to go back to the list page. In many cases, you can also use the view bar to move among list and detail pages.

Q: How can I move from one record to another?
A: Click the Next button at the top of a list to move to the next record, or click the Previous button to move the previous record.

Q: How do I search for information on the Dealer Portal?
A: Click the Find button at the top of a list to display a search form. Fill out one or more of the fields, and click Search to display records with matching values in the field.

 

Attachments

Q: How do I view attachments?
A: Click Opportunities on the tab bar. Click one of the opportunities in the list to display a detail screen for it. Click Attachments on the view bar to display a list of attachments for that opportunity. Click an attachment in the list to download and view it. Do the same to view attachments to service requests or fund requests.

Q: How do I add attachments?
A: Display the attachments for an opportunity, service request, or fund request. Click the new button to display a form that lets you select or enter the name of a file that will be attached to the opportunity.

Q: How do I edit attachments?
A: Display the attachments for an opportunity, service request, or fund request. Click the Edit button to the right of an opportunity in the list to display a form that lets you change which file is attached to the opportunity.

 

Households

Q: What is a Household?
A: A household is a group of contacts who live in the same home. Knowing which customers live in the same household can help with cross selling.

Q: How do I view Households?
A: Click Households on the tab bar to view a list of your households.

Q: How do I add a Household?
A: Click the New button at the top of the Households list to display a form that lets you enter the necessary information.

Q: How do I edit Households?
A: Click the Edit button to the right of a Household in this list to display a form that lets you edit the information

Opportunities

Q: What is an Opportunity?
A: An opportunity is a sales lead, a potential for selling that you should pursue.

Q: How do I view Opportunities assigned to me by the OEM?
A: Click Opportunities on the tab bar to view a list of your opportunities.

Q: How do I create new Opportunities?
A: Click the New button at the top of the Opportunities list to display a form that lets you enter the necessary information.

Q: How do I edit Opportunities?
A: Click the Edit button to the right of an Opportunity in this list to display a form that lets you edit the information.

Accounts

Q: What is an Account?
A: An account is a company to which you sell or whose service requests you answer.

Q: How do I view Accounts?
A: Click Accounts on the tab bar to view a list of your accounts.

Q: How do I create new Accounts?
A: Click the New button at the top of the Accounts list to display a form that lets you enter the necessary information.

Q:How do I edit Accounts?
A: Click the Edit button to the right of an Account in this list to display a form that lets you edit the information.

 

Contacts

Q: What is a Contact?
A: A contact is a customer, a person with whom you work when you are selling products or answering service requests.

Q: How do I view Contacts?
A: Click Contacts on the tab bar to view a list of your contacts.

Q: How do I add a Contact?
A: Click the New button at the top of the Contacts list to display a form that lets you enter the necessary information.

Q: How do I edit Contacts?
A: Click the Edit button to the right of a Contact in this list to display a form that lets you edit the information.

 

Activities

Q: What is an Activity?
A: An activity is some action that you take in order to make a sale or answer a service request, such as telephoning a customer or going to a meeting.

Q: How do I view Activities assigned to me by the OEM?
A: Click Activities on the tab bar to view a list of your activities.

Q: How do I add an Activity?
A: Click the New button at the top of the Activities list to display a form that lets you enter the necessary information.

Q: How do I update/edit Activities?
A: Click the Edit button to the right of an Activity in this list to display a form that lets you edit the information.

 

Quotes

Q: What is a Quote?
A: A quote is an offer that you make to a customer to sell one or more products at a specific price.

Q: How do I view Quotes?
A: Click Quotes on the tab bar to view a list of your quotes.

Q: How do I create a new quote?
A: Click the New button at the top of the Quotes list to display a form that lets you enter the necessary information.

Q: How do I add, edit, reconfigure, or delete line items to quotes?
A: Click the Quote's name on the Quotes list to display a detail view that includes all its line items. Click the New button of the Line Items list to add a new line item. Click the Edit button to the right of a Line Item to display a form that lets you edit that line item. Click the Delete button to the right of a Line Item to delete that line item.

Q: How do I configure a vehicle?
A: Click the "Configure a WMC Vehicle" item in the vehicle catalog. The Configure a WMC Vehicle page is displayed. This page lets you configure a vehicle and transfer the configuration to your quote.

To select items to configure a vehicle:

1. Click a category in the WMC Model Selector. The items in that category display under Choose Items To Add to Solution.
2. Click the arrow next to an item under Choose Items To Add to Solution. This adds the item to the Current Solution applet. To remove items from the Current Solution, click on the x in the Delete column.
3. Repeat these steps until the Current Solution contains all the items needed to configure the vehicle.
4. Click Continue in the Current Solution applet to transfer all the items to your quote.

Q: In the Configure a WMC Vehicle page, what do the exclamation mark and checkmark mean?
A: As a result of predefined configuration rules, selecting items marked with an exclamation mark may automatically exclude other items or categories from selection. Select items marked with a checkmark may require other items or categories. Such required items are added to the Current Solution automatically. In some cases when a category of items is required, you must manually select an item from the required category.

Q: In the Configure a WMC Vehicle page, what are the Solution Messages?
A: The Solution Messages applet displays important messages about the vehicle you are configuring. For example, if you must make a selection from a required category, a message about this requirement displays in Solution Messages. The Solution Messages also displays hints and recommendations about how to configure your vehicle.

Q: How do I discount the price of a line item on the quote?
A: When you create or edit the line item, enter a value in its Disc % or Disc Price field.

Q: How do I convert a Quote to an Order?
A: Display the detail view for that quote, and click the Create Order button.

 

Vehicles

Q: What is a Vehicle?
A: A vehicle is a car or other vehicle that you own.

Q: How do I view Vehicles assigned to me by the OEM or dealer group?
A: Click Vehicles on the tab bar to view a list of your vehicles.

Q: How do I enter new Vehicles?
A: Click the New button at the top of the Vehicles list to display a form that lets you enter the necessary information.

Q: How do I edit Vehicles?
A: Click the Edit button to the right of a Vehicle in this list to display a form that lets you edit the information.

 

Orders

Q: What is an Order?
A: An order is a quote that a customer has accepted. The customer has agreed to buy one or more products at the price you offered.

Q: How do I view Orders?
A: Click Orders on the tab bar to view a list of your orders.

Q: How do I create a new Order?
A: You can click the New button at the top of the orders list to display a form that lets you enter the necessary information, or you can create a quote and convert the quote into an order, as described in the help on Quotes.

Q: How do I update Orders?
A: Click its name in the Orders list to display a detail view for that order. Then click the Edit button to display a form that lets you update information about the order.

Q: How do I check the status of an Order?
A: Click its name in the Orders list to display a detail view for that order, and look at the value in the Status field.

 

Catalog

Q: What is a Catalog?
A: A catalog is a list of our products that you sell and of their prices.

Q: How do I view products from the Catalog?
A: Click Catalog on the tab bar to view a list of products in the catalog.

 

Literature

Q: What is Literature?
A: Literature is material that helps you to make sales. Literature may include brochures, white papers, or other documents prepared by our marketing department.

Q: How do I download/view Literature items?
A: Click Literature on the tab bar to view a list of available literature. Click on an item in the list to download it.

Q: How do I find specific Literature items?
A: Click the Find button at the top of the Literature list to display a form that lets you search for a specific item.

 

Service

Q: What is a Service Request?
A: A service request is a customer's request for help with a product they have bought. The customer may be entitled to this help under a warranty or service agreement.

Q: How do I view Service Requests assigned to me by the OEM?
A: Click Service on the tab bar to view a list of service requests.

Q: How do I create a new Service Request?
A: Click the New button at the top of the Service Requests list to display a form that lets you enter the necessary information.

Q: How do I update a Service Request?
A: Click the Edit button to the right of a Service Request in this list to display a form that lets you update the information.

Q: How do I check Customer Asset and Warranty information?
A: Display a detail screen for the customer's account by clicking the Account name in a Service Request record or by clicking Accounts in the tab bar and clicking the Account name in the Accounts list. Then click Assets in the view bar to display a list of the Assets this customer has purchased and the warranty for each.

Q: How do I attach Solutions to a Service Request?
A: Click the name of a service request in the Service Requests list to display a detail screen for it. Click Solutions on the view bar to display a Solutions list below the service request's detail screen. Click the Add button of the Solutions list to display a list of common Solutions. Click the Select button to the left of a Solution to attach it to the Service Request.

Q: How do I close a Service Request?
A: Click the Edit button to the right of an item in the Service Request list to display a form that lets you update the information about it. In the Status field, choose Closed.

 

Marketing Development Funds

Q: What is a Marketing Development Fund (MDF)?
A: A marketing development fund is funding that we have provided to do joint marketing with our dealers.

Q: How can I view the status of my Marketing Development Fund (MDF)?
A: Click Funds on the tab bar to display a list of your MDFs. Each item on the list includes information such as the name of the fund, fund type, the fund target, and the period for which the fund will be available.

Q: What is a Fund Request?
A: A fund request is a request to spend money from a marketing development fund on a specific project. For example, if we have created an MDF to which you have access, then you can initiate a request to spend a specific amount of money to attend a specific trade show, do joint advertising, or other activity which will be to our mutual benefit.

Q: How do I create a new Fund Request?
A:Click the New button at the top of the Fund Request list to display a form that lets you enter the necessary information. Name, Partner, Fund, and Date Needed are all required fields in this form. If you do not fill them in, we will not accept your fund request.

Q: How do I modify a Fund Request?
A: Click the Edit button to the right of a Fund Request in this list to display a form that lets you edit the information.  Please note that you are only allowed to edit a Fund Request that has a status of either New or Rejected.

Q: How can I view the status of a Fund Request?
A: Click Fund Requests on the tab bar to display a list of your fund requests. Each item on the list includes a Status field, that tells you whether it is new, pending approval, pending review, rejected, approved or fulfilled. The value in the Status field changes as the fund request goes through our approval process.

 

Products

Q: What are Products?
A: The product screen lists all of our products that you sell, with details about each.

Q: How do I view products?
A: Click Products on the tab bar to view a complete listing of products.

Web Offers and Product Recommendations

Q: How do I use my Web offer?
A: Simply click the product link to view details about the product and to purchase with your Web offer.

Q: Do I have to purchase over the Web to use my offer?
A: In most cases, you are not required to purchase over the Web to use your Web offer. Occasionally, certain offers may be made exclusively for the Web. In this case, it will be clear in the offer text that it is only applicable to Web purchases.

Q: How do I unsubscribe from offers?
A: To unsubscribe from Web and email offers, click the Profile button in the top right hand corner of the screen. On the profile page click the Communication Preferences view on the left navigation bar. Here you will see your current communications preferences. To change a preference, click the Edit button in the top right corner of the applet.

Q: Are these product recommendations made just for me?
A: Product recommendations are personalized for each individual. Consequently, the product recommendations that you see here will likely be different from another person’s recommendations.

 

Finding and Requesting Information

Q: How do I find and download literature?
A: Click the Information tab on the top navigation bar to go to the View Literature screen. On this screen you will see a list of literature that applies to your current offers. You can select from this list or click Search if the information you are looking for is not shown. To download literature, click the underlined literature name.

Q: How do I request product information?
A: Click the Information tab on the top navigation bar, and then select the Request Product Information view on the left. On this screen you will see a list of products that apply to your current offers. You can select from this list or click Search if the product you are looking for is not shown. Select one or more products by clicking on the arrow in the select column. Your selections will appear in the applet on the right. If you select a product that you are not interested in by mistake, click the "x" in the Delete column to remove that product from your selections.

Once you have made your product selections, click the Continue button in the upper right corner to go to the Delivery screen. On the Delivery screen, select your preferred delivery method and make any necessary changes to your address. Note that changing your address here will not change your primary address. Address changes made here will be used for this information request only.

When you are finished, click Submit in the upper right corner. You will see a Confirmation screen confirming your address and product requests.

Q: How can I request a call back from a sales representative?
A: Click the Information tab on the top navigation bar, and then select the Request Call view on the left. On this screen you will see a list of products that apply to your current offers. You can select from this list or click search if the product you are looking for is not shown. Select one or more products by clicking on the arrow in the select column. Your selections will appear in the applet on the right. If you select a product that you are not interested in by mistake, click the "x" in the Delete column to remove that product from your selections. By selecting products as topics for your call back request, we can be sure to have the appropriate product specialist on the call to answer your questions.

Once you have made your product selections, click he Continue button in the upper right corner to go to the Delivery screen. On the Delivery screen, select your preferred call time and make any necessary changes to your phone number. Note that changing your phone number here will not change your primary phone number. Phone number changes made here will be used for this call back request only.

When you are finished, click submit in the upper right corner. You will see a Confirmation screen confirming your request.

• View training course offerings
• View curriculum paths that can lead to degrees or certifications
• Enroll in courses and curriculum paths
• View training materials
• Access Distance Learning courses

First Time Users

Q: How do I log in to an eTraining Web site?
A: There are three ways to log in from the eTraining Welcome page, depending on what you need to do and whether you are already an established user of this eTraining site:

• If you just want to browse course and curriculum information or training materials, leave the User Name and Password fields blank, and click the Browse button.
• If you already have a User Name and Password assigned to you for this eTraining site, enter them in the fields provided and click the Login button.
• If you plan to sign up for a class but do not yet have a User Name and Password, click the New User button and fill in the available fields.

Q: How do I view available courses and curriculum paths?
A: To view available courses do the following:

1. Click Course Catalog to display a list of courses.
2. Click Curriculum Paths to display a list of curriculum paths.
3. Click the name of any course or curriculum path to display more information about that particular offering.

Q: How do I enroll in a course listed at this eTraining site?
A: To enroll in a course, you must log in as a registered user of the site (see the login instructions above). When you have done so, do the following:

1. Click Course Catalog to display a list of courses.
2. Click the name of any course to display detailed information about that course, including a list of available class sessions.
3. Click the class session you want to attend.
4. Click the Register link.
5. Click the Register button.

If there is a fee associated with the course, a Shopping Cart display will prompt you to supply payment information. If there is no fee associated with the course, simply click the Confirm button.

Q: How do I enroll in a curriculum path listed at this eTraining site?
A: To enroll in a curriculum path, you must log in as a registered user of the site. See the login instructions above. When you have done so, do the following:

1. Click Curriculum Paths to display a list of available curriculum paths.
2. Click the Enroll link for the curriculum path you want.

 

Enrolled Students

Q: How do I withdraw from a class?
A: To withdraw from a class:

1. Log in with the User Name and Password you used to enroll in the class.
2. Click Home within the eTraining display (not the Home button of your browser program).
3. Click My Registered Class.
4. Click the Confirmed link for the class you want to drop.
5. Click the Drop button.

Q: How do I withdraw from a curriculum path?
A: To withdraw from a curriculum path, do the following:

1. Log in with the User Name and Password you used to enroll in the curriculum path.
2. Click Home within the eTraining display (not the Home button of your browser program).
3. Click My Curriculum.
4. Click the Delete link for the curriculum path you want to drop.
5. Click OK to confirm that you want to withdraw from the curriculum path.

Q: How do I take a skills test for a class I am enrolled in?
A: First, check with your class instructor about when to take the test. You can use eTraining to take a specific skills test only once. When you have confirmed that the timing is appropriate, do the following:

1. Log in with the User Name and Password you used to enroll in the class.
2. Click Skills Tests.
3. Click My Class Test.
4. Carefully inspect the name of the class displayed. If the class name displayed is the class for which you want to take a test, click the Take Test link. Otherwise, click the Next button until the correct class name appears, then click the Take Test link.
5. Answer the test questions. When you are ready to submit the test for grading, click Submit.

Q: How do I see my test results?
A: If your test included any questions where you were asked to type in your answer, your instructor must grade those questions manually. Check with your instructor about when the results will be available. If your test included only questions where you clicked buttons or check boxes to choose among predefined answers, your test may be graded automatically within a few moments of when you submitted it.

To see your results, do the following:

1. Log in with the User Name and Password you used to take the test.
2. Click Skills Tests.
3. Click My Test Results.
4. Click the name of the test you took. The graded test will be displayed.

Briefing documents help you stay up-to-date about accounts, competitors, and industries, without becoming overloaded with information or having to search for what you need. Briefing documents allow you to access relevant full-text news articles, drill down into other modules in your Siebel application, read or download literature from the Siebel Encyclopedia, and follow links to other useful Web sites. Siebel eBriefings provides you with critical business information at your fingertips.

 

What are Briefings

Q: What is My Briefing Page?
A: It is your Siebel eBriefings home page of critical business information. It provides information such as new opportunities, service requests, activities, news articles, and literature from Siebel Encyclopedia, links to useful Web sites and Web clips. It is like having a daily electronic newspaper to keep you informed of what is going on with your company, accounts, competitors, and more.

Q: What is an Account Briefing?
A: It is a complete view of a customer across all customer touch-points. It includes recent news articles, a detailed company profile, sales opportunities, service requests, activities and more.

Q: What is a Competitor Briefing?
A: A summary view of competitor information that includes a detailed company profile, product information, recent news articles, and recommended literature.

Q: What is a Company Briefing?
A: It provides users with the ability to get company information from a database of thousands of public and privately held companies. Company Briefings include recent news articles, a detailed company profile, and corporate relationships.

 

Viewing Briefings

Q: How do I view My Briefing page?
A: My Briefing page appears as the default when you log in to your Siebel eBriefings application. To return to your My Briefing page from another Siebel eBriefing view, click Home on the tab bar.

Q: How do I view Account Briefings?
A: Click Account on the tab bar, then select an account from any of the account views: Tracked Accounts, My Accounts, My Team’s Accounts, or All Accounts. The Tracked Accounts view lists the accounts on your tracking profile. The My Accounts view lists those accounts where you are on the account sales team. The My Team’s Accounts view lists the accounts of the people that report to you. The All Accounts view lists all the accounts in your organization to which you have access.

Q: How do I view Competitor Briefings?
A: Click Competitor on the tab bar. Then select a Competitor from the Tracked Competitors or All Competitors views. The Tracked Competitors view lists competitors on your tracking profile. The All Competitors view lists all competitors in your organization to which you have access.

Q: How do I view Company Briefings?
A: Click Companies on the tab bar, enter a company name, and then click Find. Siebel eBriefings searches the Siebel eBriefings company database and displays the search results. Click the name of the company you want to view. The Company Briefing appears.

 

Working with Briefings

Q: How do I move between sections?
A: Siebel eBriefings provides a Table of Contents section at the top of Account, Competitor, and Company Briefings. Hyperlinks in the Table of Contents allow you to go directly to the sections in a Briefing document that contain data. Sections that do not contain data do not appear as hyperlinks. Additionally, an arrow appears in the top right-hand corner of each section. Click the arrow to return to the Table of Contents.

Q: How do I access news articles?
A: News articles from external sources are displayed in Briefing documents. Click the headline of an article to display the full news story. You can click the name of the account or competitor to display all news stories available for that company (90-day archive).

Q: How do I access Literature files from the Siebel Encyclopedia?
A: Literature items are posted in the Literature section of My Briefing, Account Briefings, and Competitor Briefings. In My Briefing, you receive literature based on the topics you have subscribed to in your tracking profile. Click the literature file’s name to open the file. The application that was used to save the file opens and the file is displayed.

Q: How do I drill down from Briefing documents to see more information about Siebel data such as accounts, opportunities, or service requests?
A: Click the name of the record you want more information about. If your Siebel dedicated client is running, it opens and displays the details about that record. If your Siebel dedicated client is not open you will be prompted to open it. If you do not have the Siebel dedicated client installed on your computer, you are not able to drill-down into detailed records.

Q: How do I access recommended links?
A: Recommended links are links to useful Web sites on the Internet or your company’s Intranet, posted in the Recommended links section of Briefing documents. You receive recommended links related to the topics you have subscribed to on your tracking profile. Click the name of a recommended link to go to the Web site.

Managing your Tracking Profile

Q: What is my tracking profile?
A: Your tracking profile allows you to personalize the content of the My Briefing page. You use the tracking profile to subscribe to specific accounts, competitors, industries, and products. After doing so, news articles, literature postings, recommended links, and Web clips related to these topics appear in your My Briefing page. This ensures that the content of your My Briefing page is relevant to your interests.

Q: How do I edit my tracking profile?
A: Click the Profile button. The Tracking Profile Summary view appears. In the view bar, select the topic you want to add to your profile: Accounts, Competitors, Industries, or Products. The view you selected opens and allows you to add or delete topics.

 

About Siebel Employee Portal

Siebel Employee Portal provides employees with a single point of entry to a wide variety of information resources that enhance communication and improve productivity. Siebel Employee Portal gives employees access to applications data, news, business information, productivity tools, and other critical resources in a secure, personalized Web environment.

Siebel Employee Portal aggregates business data from multiple sources and displays it in easy-to-use web pages. It gathers data from sources such as your Siebel database, the Internet, legacy systems, and third-party news services then displays it using several different styles of pages.

Q: What is the Employee Portal Home Page?
A: The Employee Portal Home Page provides employees with information such as new opportunities, service requests, news, and literature from the Siebel Encyclopedia. It also allows you to view current weather reports, track stock quotes, view maps for any location, and search the Web using Excite's search engine.

Q: What Are Briefing Pages?
A: Briefing pages give you a briefing-style summary of critical business information about accounts, competitors, and other companies. Information on briefing pages includes recent news from Lexis-Nexis, company profiles from Dun & Bradstreet and Market Guide, and relevant data from the Siebel database. For example, Siebel data on an Account Briefing includes opportunities, service requests, contacts, and activities.

Q: What Are Portal Pages?
A: Portal Pages provide you with important information, such as corporate announcements, links to literature files, links to HTML files, and other key resources. Portal pages are flexible giving your company's administrators the ability to integrate unstructured content on the same page with Siebel data. Employee Portal ships with several pre-configured portal pages, such as the Human Resources page. Your administrator may have setup other Portal pages that meet the information needs of your organization.

 

Working with the Employee Portal Home Page

Q: How do I view the Employee Portal Home Page?
A: The Employee Portal page appears as the default when you log in to your Siebel Employee Portal application. To return to your Home Page from another Siebel Employee Portal page, click Home on the tab bar.

Q: How do I change the default location for the weather report?
A: You can change the location of the default weather report by changing the weather preference on your tracking profile.
To change your weather preference:

1. Do one of the following:
   • Click the Edit button above the Weather applet on the Home Page.
   • Click Profile in the upper right corner of the page and then select Weather in the view bar.
   • Click the Edit button on the Weather Location applet.
2. Enter a 5-digit zip code or city name and state (for example, Boston, MA) of the location that you want to appear on the home page.
   You can also look up the location by entering the city in the Location Lookup applet.
3. Click Save.
   When you return to the Home Page, a current weather report for the location you selected is displayed.

Q: Can I get a current weather report for locations other than my preferred location?
A: Yes, just type a 5-digit zip code or city name and state (for example, Boston, MA) into the Weather applet. The weather report for that location appears. Click the back button on your browser to return to the Employee Portal Home Page.

Q: Why don't I see the My Stocks applet on my Home Page?
A: Either you have hidden the My Stocks applet you have not added any stocks to your Tracking Profile. See "Modifying Page Layout" below for information on hiding and showing applets. See "How do I add stocks to the My Stocks applet" for information on adding stocks to your Tracking Profile.

Q: How do I add stocks to the My Stocks applet?
A: To add stocks to the My Stocks applet, you must add the ticker symbols to your Tracking Profile.

To add ticker symbols to your Tracking Profile:

1. Do one of the following:
   • Click Profile in the upper right corner of the page and then select Stocks in the view bar.
   • Click the Edit button on the My Stocks applet
2. If you do not know the ticker symbols, enter the company name in the Ticker Lookup applet.
   The matching results are displayed.
3. Click the Edit button on My Stocks applet.
4. Enter the ticker symbols for up to fifty stocks, separated by a space or a comma.
5. Click Save.
   When you return to the Home Page, the stock quotes appear in the My Stocks applet. You can click the ticker symbol to get more complete market information.

Q: How do I manage the content of news articles, literature items, recommended links, and Web clips that appear on my Home Page?
A: You control the content of news articles, literature, recommended links, and Web clips, using your Tracking Profile. The Tracking Profile allows you to subscribe to specific accounts, competitors, industries, and products. After doing so, only those news articles, literature postings, recommended links, and Web clips relevant to the items on your Tracking Profile appear in your Employee Portal Home Page.

To add items your Tracking Profile:

1. Click Profile in the upper right corner of a Employee Portal page.
2. Choose Accounts, Competitors, Industries, or Products from the view bar.
3. In the page that appears, click the New button.
4. Find the record you want to add, then click the Arrow in the Add column.
   The record is added to your profile. News, literature, recommended links and Web clips associated with the record appear in your Employee Portal Home Page.

 

Working Briefing Pages

Q: How do I view Account Briefings?
A: Click Account on the tab bar, then select an account from any of the available account views: Tracked Accounts, My Accounts, My Team's Accounts, or All Accounts. The Tracked Accounts view lists the accounts on your tracking profile. The My Accounts view lists those accounts where you are on the account sales team. The My Team's Accounts view lists the accounts of the people that report to you. The All Accounts view lists all the accounts in your organization to which you have access.

Q: How do I view Competitor Briefings?
A: Click Competitor on the tab bar. Then select a Competitor from the Tracked Competitors or All Competitors views. The Tracked Competitors view lists competitors on your tracking profile. The All Competitors view lists all competitors in your organization to which you have access.

Q: How do I view Company Briefings?
A: Click Companies on the tab bar, enter a company name, and then click Find. Siebel eBriefings searches the Siebel eBriefings company database and displays the search results. Click the name of the company you want to view. The Company Briefing appears.

 

Modifying Page Layout

Q: How do I change the layout of my Home Page or of Briefing Pages?
A: You can change the layout of applets on a page using the Layout buttons that appear above each applet. Use the buttons to collapse, expand, move up, move down, or hide the applet. You can also click the Edit Layout button in the upper right corner of the Home Page or a Briefing Page to see the entire layout of a page and modify the layout.

Q: How do I return Pages to default settings?
A: To return page layout to default settings:

1. Click the Edit Layout button on the Home Page or on a Briefing page.
   The Page Layout and Content Selection view appears.
2. Click the Default Layout button and then click Done.
   The page layout returns to the default settings.

Q: How do I Show an applet after it has been hidden?
A: After you have hidden an applet, you must use the Page Layout and Content Selection view to show it again.

To show an applet:

1. Click the Edit Layout button on the Home Page or on a Briefing page.
   The Page Layout and Content Selection view appears.
2. Find the applet you want to show.
3. Click the Show button and then click Done.
   The applet appears on the page.