Siebel Consumer Sector Guide > Trade Funds > End-User Procedures for Consumer Sector Funds >
Approving a Fund Transfer
Regional sales managers and marketing administrators can view and approve fund transfers. To approve a fund transfer
- Navigate to the Accounts screen > Accounts List view.
- Drill down on the Name field hyperlink for a selected account, and click the Funds view tab.
- In the Funds list, select a fund record.
- Click the Transfer Approvals subview tab.
- Click the Status field drop-down list, and select Approved.
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