Siebel Consumer Goods Guide > Trade Funds >
Approving a Fund Transfer (End User)
Regional sales managers and marketing administrators can view and approve fund transfers.
This task is a step in Process of Managing Trade Funds.
To approve a fund transfer
- Navigate to the Accounts screen > Accounts List view.
- Drill down on the Name field hyperlink for a selected account, and click the Funds view tab.
- In the Funds list, select a fund record.
- Click the Transfer Approvals subview tab.
- Click the Status field drop-down list, and select Approved.