What's in Market Development Funds (MDF) Management
Introduction
Administrators manage Market Development Fund (MDF) plans, defining financial contributions, tracking ROI, and overseeing approval workflows for partner co-marketing initiatives.
View MDF Plans
UPM administrators view, manage, and filter MDF plans to oversee co-marketing initiatives and fund allocation within the platform.
View a MDF Plan
UPM administrators view MDF plan lists and detailed information, including claims, activities, and approval history, to monitor co-marketing initiatives.
Add/Edit a MDF Plan
Administrators create and manage MDF plans by defining financial parameters and marketing activities for partners, ensuring all required details are filled before saving or submitting for approval.
View MDF Claims
Administrators centralize, track, and manage partner Market Development Fund (MDF) claims, performing bulk actions and customizing views.
View a MDF Claim
Administrators and partners view and manage Market Development Fund (MDF) claims, reviewing detailed financial information and associated activities before submitting them for approval.
Add/Edit a MDF Claim
Administrators manage partner-submitted Market Development Fund (MDF) claims, enabling review, editing, and submission for approval within the Incentivize module.
View Extension Requests
UPM administrators view and manage all MDF extension requests to track plan submission and claim deadlines, ensuring timely activity management.
View an Extension Request
UPM administrators view submitted MDF plan or claim deadline extension requests, monitoring approval status and full history to manage the lifecycle.
Add/Edit a MDF Date Extension Request
UPM administrators request and manage extensions for MDF plan and claim submission deadlines, ensuring all changes are formally documented and approved.