Saved to Pending Offer Status

Procedure

  1. Open an offer and navigate to the Summary & Preview page. For an offer in the Edit Offer Details workflow, click Jump to Step pull-down menu and select Summary & Preview.
    Note: If any step in the offer definition process is not complete, the Summary & Preview page displays an error message. See the listing of each step for a message similar to this: "NOT COMPLETE This step must be completed prior to submission." Click the associated Edit button and complete the step as required.
  2. Click Next Step.
    The What's Next? page is displayed.
  3. Click Go to Offers.
    The Offers page opens, listing the status of the offer record you just processed. The status of the record changes from saved to pending.