Siebel Marketing Guide > Planning and Budgeting for Marketing > Creating a Marketing Plan >

Associating Fund Requests With a Marketing Plan

If your company uses the Market Development Funds module (MDF), any fund request can be associated with a marketing plan or with a campaign. For information about creating fund requests, see the section about fund requests in Siebel Partner Relationship Management Administration Guide.

To associate a fund request with a marketing plan, each fund request needs a link to the Marketing Purpose field in the request. After you associate fund requests with a marketing plan, you can view associated fund requests in the Marketing Plan Funds view. The total value of all associated fund requests appears in the Total Funds field in the Marketing Plan form.

To associate a fund request with a marketing plan

  1. From the application-level menu, choose View > Site Map > Fund Requests > My Fund Requests.
  2. In the Fund Requests list, locate and select the fund request.
  3. In the Fund Request form, click the Marketing Purpose select button.

    4. To see the Marketing Purpose field, you may need to add the column. In the Marketing Plans form, click the menu button, choose Columns Displayed, and add the column.

  4. In the Pick Source dialog box, locate and select the marketing plan.

To view a fund request associated with a marketing plan

  1. From the application-level menu, choose View > Site Map > Marketing Plans.
  2. In the Marketing Plans list, query for the appropriate marketing plan.
  3. Click the Funds view tab.

    4. Only associated fund requests appear in the list.


 Siebel Marketing Guide 
 Published: 23 June 2003