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Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Working with Fund Requests > Adding Activity Plans to Fund RequestsIf you have a regular series of activities that you perform when you submit a type of Fund request, such as a request for funding for a trade show, you can save time by using an activity plan. Activity plan templates define lists of activities that are often performed in sequence. If your company's Siebel applications administrator has created appropriate templates, you can use a template to attach an activity plan to a fund request. For information about creating activity plans, see the section on creating activity templates in Application Administration Guide. To enter an MDF request activity plan
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Siebel Partner Relationship Management Administration Guide |