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Managing the Market Development Fund (MDF) budgets

Updated on May 10, 2021

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.
Pega Sales Automation Implementation Guide
Before you begin: Configure your MDF. For more information, see Configuring Market Development Fund (MDF).
  1. Log in to Pega Sales Automation as a Sales Ops.
  2. In the navigation pane, click ToolsMDF budget.
  3. Select a time period from the list.
    If the list is empty, add time periods. For more information, see Pega Sales Automation entities.
  4. Enter the total budget number by clicking the Switch to edit mode icon next to the Total budget field.
  5. Allocate budget for any channel manager by clicking the Edit icon next to the channel manager, and then click Accept to save your changes.
  6. Click Done.
Result: When a channel manager logs into the application and opens the MDF screen, the channel manager can see the allocated funds and distribute the funds to partner sellers. Partner sellers then receive a notification that the funds have been allocated and can then make funds request.
  • Previous topic Configuring list values
  • Next topic Mapping organization units to territories in Pega Sales Automation for Financial Services

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