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Siebel Consumer Sector Guide > Trade Funds > End-User Procedures >

Approving a Fund Transfer

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Regional sales managers and marketing administrators can view and approve fund transfers.

To approve a fund transfer

Navigate to the Accounts screen.
In the Accounts list, select an account.
Click the Funds view tab.
Click the Transfer Approvals subview tab.
Click the Status drop-down list and select Approved.

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