Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships >

Managing Funds (Channel Managers)

This topic provides one example of a procedure for managing funds. Your company may follow a different procedure according to its business requirements.

Complete the steps in the following procedure to manage a fund.

To manage a fund

1. Navigate to the Fund page, and create a new fund.
2. Complete the required fields.
3. In the Type field, choose a value. The options are as follows:
   • MDF for a Market Development Fund
   • SPA for a fund that supports Special Pricing Authorizations
4. Save the record.
5. In the Fund Detail page, navigate to Fund Partners, and add a new member to the fund. Fund members are partner accounts that have visibility to the fund.
6. Save the record.

   For more information about managing funds, see Oracle CRM On Demand Online Help.