Associating a Marketing Fund with an Initiative

The following procedure shows how to associate a marketing fund with an initiative.

To associate a marketing fund with an initiative

1. Navigate to the Marketing Plans screen, then the Marketing Funds list.

2. In the Marketing Fund list, query for the Marketing Fund.

3. Select the Fund Details tab, and click the Related Initiatives field.

4. Associate one or more initiatives to the fund, and then save the record.