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Siebel Partner Relationship Management Administration Guide > Using Market Development Funds >
Initiating a Fund Request
A Fund Request can be submitted either by a partner who enters it using the Siebel Partner Portal, or by an employee at your company who enters it using the Siebel Partner Manager. For example, it may be submitted by an employee in your company's marketing department who plans a marketing campaign involving MDFs.
Siebel Business Process Designer can be set up so that, when the request is initiated, the first employee who must approve it receives email notifying the employee that the fund request has been submitted for approval.
For more information about Siebel Business Process Designer, see Siebel Business Process Designer Administration Guide.
To initiate a Fund request
- Navigate to the Fund Requests screen.
- In the Fund Requests list, click the menu button, then click New Record to add a new record to this list.
- Enter information in the new record's fields shown in Table 5.
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Siebel Partner Relationship Management Administration Guide Published: 18 April 2003 |