Partner Relationship Management and High Tech > Funds > Managing Funds > Adding Credits to Funds
Adding Credits to Funds
To make funds available, add credit to the fund.
To add credit to a fund
- Select the fund.
For instructions on selecting funds, see Finding Records.
- On the Fund Detail page, scroll down to the Fund Credits section and click New in the title bar.
NOTE: You might have to add the Fund Credits section to your layout. For information on changing the layout, see Changing Your Detail Page Layout.
- Enter the information as described in the following table, and then save the record.
Field
|
Description
|
Fund
|
The name of the fund, which is set to the current fund by default. (View-only.)
|
Credit Name
|
The name of this credit record. This field has a limit of 30 characters. (Required field.)
|
Amount
|
The amount of the credit that you are applying to the fund, for example, $500.
|
Description
|
The description of this fund credit.
|
Expiration Date
|
The date after which the credit will no longer be valid (MM/DD/YYYY). The date is provided for informational purposes. Use the Calendar icon to select the date.
|
|