How do I Request an MDF Reimbursement?

How do I Request an MDF Reimbursement?

1. Go to "Manage" > "Fund Request" , then open the "Approved Requests" tab and select the request that requires reimbursement. 


2. Go to the "Status" drop-down menu and select "Reimbursement Requested". 


3. Enter the amount to be reimbursed, and then click "Save". 


Reimbursement Request sections:
A. Attach Files: Upload invoices, receipts, payment proofs and/or other relevant documents. (Remember, most vendors will not process claims without proper documentation). 
B. Attach Leads / Campaigns / Opportunities / Deals
C. Comments: enter any additional information here.  


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