Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Working with Fund Requests >

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.

For more information about working with activities, see the chapter on activities in Siebel Call Center User Guide or Siebel Sales User Guide.

To add an activity for a fund request

1. Navigate to the Fund Requests screen.
2. In the list of fund requests, select the request to which you want to add the Activity.
3. Click the Fund Request Activities view tab.

   The Fund Request Activities view appears.

4. In the Fund Request Activities list, click the menu button, then click New Record to add a new record to this list.
5. Fill in the fields with the details of the new activity.