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Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Working with Fund Requests > Adding Attachments to Fund RequestsYou can attach supporting documents to Fund requests. For example, if you write a report that describes in detail how the partner plans to use the funding, you can attach it to the Fund Request record. Or if the request is to fund a booth at a trade show, you can attach a brochure from the trade show using any convenient file format, such as an Acrobat file. Employees who review and approve the request can view these attached documents. Attach files to MDF Request records in the Fund Request Attachments view. NOTE: The partner to which an MDF request applies can view attachments to the request and can also add attachments to the request for the brand owner company to view. To enter fund request attachments
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Siebel Partner Relationship Management Administration Guide |