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

Adding Activity Plans to Fund Requests

If 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

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

    4. The Fund Request Activity Plans view appears.

  4. In the Fund Request Activity Plans list, click the menu button, then click New Record list to add a new record to this list.
  5. Use the Template field picklist to choose an existing template.

    6. The activities from that template are listed in the Activities list.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003