Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Creating and Using MDFs >
Adding Activities to Fund Requests
You can record a variety of activities that you should perform as part of a Fund request, such as a meeting you must schedule with a partner to discuss the fund request. You can do this by attaching activities to the fund request.
To add an activity for a fund request
- Navigate to the Fund Requests screen.
- In the list of fund requests, select the request to which you want to add the activity.
- Click the Fund Request Activities view tab.
The Fund Request Activities view appears.
- In the Fund Request Activities list, click the menu button, and then click New Record to add a new record to this list.
- Fill in the fields with the details of the new activity.
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