How do I use the MDF Approval Plan creator to setup a fund plan?

Creating a fund plan

Step 1: Click to expand “Marketing”, click to expand “MDF Approval” and then select “ MDF Approval Plans”.

Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customization. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.

 

Step 2: Click on “Create”.

 

Step 3: Choose a name, currency, and valid date for your fund, and then click “Next”.

 

If necessary, the amount allocated to this fund plan can be hidden from partner view

Step 4: In the “Activities” section, click on “Add”.

Step 5: Fill in the details of the activity. Documents and attachments can also be added. Click “Save”.

Step 6: All activities and the allocated amounts will appear in the “Activities” tab.  Select an activity and then click “Next” 

Step 7: In the “Organizations” section, use the “Add/Remove” toggle to attach organizations to the fund plan and then click “Finish”.

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