MDF Management — Product Tour

Full walkthrough

1. This is your Welcome page landing screen. The moment you log in, the MDF Widget Dashboard is already here — no extra clicks needed to see where your Market Development Funds stand.
2. Sales Pipeline Summary sits on the left: Total Pipeline value, Opportunities count, and Registered Deals broken out by Pending, Approved and Rejected — your revenue context alongside your MDF position.
3. Right beside it, Current MDF Quarter shows Total Allocated Funds for the Quarter and Fund Remaining for the Quarter — the two numbers that matter most before you plan any new activity.
4. Below, Deadlines tiles surface the Plan Submission and Claim Submission dates for the current cycle, so nothing slips past the window.
5. Contribution Ratio shows the OEM Contribution vs. Partner Contribution split for the program — you always know your co-funding obligation at a glance. Let's go build a plan.
6. Incentivize → MDF → MDF Plans. Every MDF plan you've drafted or submitted lives on this View MDF Plans grid — Plan ID, MDF Plan Name, Amount, ROI, OEM Contribution, Partner Contribution and Status.
7. Status cycles through a simple lifecycle — Draft → Pending Approval → Approved — so you always know exactly where a plan sits without opening it.
8. The toolbar carries Add, Delete, Create View, Search MDF Plans, Filter and Saved Filters — everything you need to manage the list at scale.
9. The Edit (pen) icon only appears on plans that haven't been submitted for approval yet — once a plan enters the OEM review workflow, it locks to protect the approval record.
10. Let's build a new plan from scratch. Press Next and we'll open the Add form for you.
11. MDF Plan Name, Account Manager, MDF Fiscal Quarter, Time Frame, Fiscal Year and Description identify the plan and its owner. Plan ID isn't shown here — it's generated automatically the moment you save.
12. Amount, OEM Contribution and Partner Contribution define the co-funding split, ROI captures the expected return, and Currency ISO Code covers Australian Dollar, Indian Rupee, Pound Sterling or US Dollar for partners outside the US.
13. Save stores the plan as Draft; Save & Submit for Approval does both in one click. Let's just Save for now — press Next and we'll do it for you.
14. The plan is created — this is the View a MDF Plan page, with Plan ID now assigned and every field from the form shown read-only.
15. Click Submit for Approval to kick off the OEM review. Press Next and we'll submit it for you.
16. Approval History shows every step of a multi-level workflow — Step, Submitter, Approver, Actual Approver, Status, Comments and Action Taken Date — moving from a First Level Approver through to a Final Level Approver. Plan Status in the listing updates to Pending Approval the instant you submit, so you always know where the plan sits in the OEM's review process.
17. Here's a plan further along the journey — fully Approved. Let's look at what an approved plan unlocks.
18. The Activities section lists every marketing activity this plan funds — Name, Activity, Objective, Start Date, End Date, Solution Offered and Amount.
19. Below it, the Claims section — Name, Claim ID, Description, Claim Amount and Status — tracks every reimbursement request filed against this plan. Notice the Add Claim button here; it's only available once a plan is approved.
20. Incentivize → MDF → MDF Claims. Every reimbursement request across every plan lands on this View MDF Claims grid — Claim ID, MDF Claim Name, Claim Amount and Status.
21. Clicking a Claim Name anywhere in this list opens its full details page — we'll do that shortly.
22. The toolbar carries Add, Delete, Create View, Search MDF Claims, Filter and View/Saved Filters.
23. The Edit (pen) icon is visible only for claims still in Draft status.
24. Back on our approved plan, let's file a reimbursement request. Press Next and we'll open Add Claim for you.
25. Plan Name is auto-attached from the plan you came from, and Claim ID is generated automatically once you save — a claim can never exist without its parent plan.
26. MDF Claim Name, Status, Plan Amount, Claim Amount and Description complete the request. Claims are always the reimbursement side of activities already committed to and funded in the plan.
27. Save creates the claim in Draft status. Press Next and we'll save it for you.
28. The claim is filed and linked straight back to its plan. Now let's look at a claim that's already made its way through the process.
29. Back on View MDF Claims, let's open an Approved claim. Press Next and we'll open it for you.
30. This is the View MDF Claim page — Claim Information shows the full record: Claim ID, Plan Name, MDF Claim Name, Status, Plan Amount, Claim Amount and Description.
31. The Activities grid breaks the claim down by activity — Name, Activity, Objective, Claim ID, Start Date, End Date, Amount, Tax Amount and Currency ISO Code.
32. Click an activity name to see its full record. Press Next and we'll open it for you.
33. View Claim Activity shows the full Claim Activity Information for this line item, plus the Activity Documents section below it.
34. Activity Documents lists everything uploaded as proof of execution — Name and Description, each with a download link.
35. Let's drill into one. Press Next and we'll open it for you.
36. The Claim Document(s) page shows Name, the Document itself as a downloadable file, Claim Activity linked back to where it came from, Zoom Attendee List for virtual events like this one, and a Description. Every MDF claim needs documented proof of execution — attendee lists, campaign reports, invoices — reviewed by the OEM before the reimbursement is approved. No documentation, no payout.
37. Incentivize → MDF → Extension Requests. If you need more time to submit a plan or a claim, this is where you ask for it — the View Extension Requests grid shows Extension Request Name, New Plan Submission Deadline, New Claim Submission Deadline, Status and Fiscal Quarter.
38. Click Add to request one. Press Next and we'll open the form for you.
39. Extension Request Name identifies the request.
40. Quarter opens the MDF Quarter selector popup. Press Next and we'll open it for you.
41. The popup shows Quarter Name, Plan Due Date and Fiscal Quarter for every open MDF cycle.
42. Let's pick this quarter. Press Next and we'll select it for you.
43. New Plan Submission Deadline and New Claim Submission Deadline are calendar pickers for the dates you're requesting.
44. Save sends the request through the very same OEM approval workflow as plans and claims, with its own Approval History — so the audit trail is maintained end to end. That completes the MDF Management flow.

Questions about this tour

How does an MDF claim get approved in ZINFI?

A partner files a claim against an approved MDF plan, attaching the claim activities and their proof-of-execution documents. The claim enters a multi-level approval workflow where reviewers check the documentation against the approved activity before the funds are released.

What is the difference between an MDF plan and an MDF claim?

The plan is the forward-looking request: the activities a partner intends to run and the funds needed, submitted for approval before spending. The claim is the backward-looking reimbursement: the activity actually executed, with documentation, filed against an approved plan.

Can a partner request more time to use approved MDF?

Yes. MDF Extension Requests let a partner ask for additional time on an approved plan, and the request runs through its own approval workflow rather than being handled off-system.

How long does the ZINFI MDF Management tour take?

About 15 minutes at a normal pace — 44 guided steps through the MDF Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Incentivize pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the MDF Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.