Managing the Market Development Fund (MDF) budgets

Updated on December 21, 2020

As a Partner Sales Ops, you allocate and manage the Market Development Fund (MDF) budget for channel managers in an organization.

For more information about a Partner Sales Ops, see Understand Pega Sales Automation personas and their actions.

Log in to Pega Sales Automation as a Sales Ops.
In the navigation pane, click ToolsMDF budget.
Select a time period from the list.
If the list is empty, add time periods. For more information, see Pega Sales Automation entities.
Enter the total budget number by clicking the Switch to edit mode icon next to the Total budget field.
Allocate budget for any channel manager by clicking the Edit icon next to the channel manager, and then click Accept to save your changes.
Click Done.

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