Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Process of Working with a Market Development Fund >

Changing the Partner Manager Field


This task is a step in Process of Working with a Market Development Fund.

Optionally, you can change the Partner Manager field to change the routing of fund requests for approval.

The initial reviewer for a fund request logged by a partner is the employee selected in the Partner Manager field for that partner organization. This employee's name is automatically entered in the Processed By field of the fund request. This is the only use of the Partner Manager field, and you can change the initial reviewer of fund requests by selecting a different employee in this field.

To change the partner manager

  1. Navigate to the Administration - Partner screen, then the Registered Partners view.
  2. In the Partner list, drill down on the name of the partner company for which you want to set the Partner Manager field.
  3. In the More Info form, click the Single Select button for the Partner Manager field.

    The Pick Position dialog box appears.

  4. Select the person you want as the partner manager, and click OK.
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