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Associating Fund Requests with Marketing Plans

If your company uses the Market Development Funds module (MDF), any fund request can be associated with a plan tactic. For more information about creating fund requests, read the section about fund requests in Siebel Partner Relationship Management Administration Guide.

To associate a fund request with a marketing tactic, each fund request needs a link to the Marketing Purpose field in the request. After you associate fund requests with a tactic, the total value of the associated fund requests appears in the Total Funds field in the Marketing Plan form.

To associate a fund request with a marketing plan

1. Navigate to the Fund Requests screen.
2. In the Fund Requests list, select the fund request, and then click the Marketing Purpose select button.

   To display the Marketing Purpose field, you may need to click the menu button, choose Columns Displayed, and add the column.

3. In the Pick Source dialog box, select the marketing tactic (program, campaign or event) that you want to associate with the fund request.