Skip to main content

Table of Contents

Managing the Market Development Fund (MDF) budgets


Only available versions of this content are shown in the dropdown

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.
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 Tools MDF 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.

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.
Did you find this content helpful?

0% found this useful

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us