Offers Page Overview

The Offers page under the Promote tab provides access to all offer records. The Offers page lists all offer records that have been defined or are in the process of being defined.

The Offers page includes the following features :
  • The Create > New Offer option.
  • The Current Offers panel, which consists of :
    • Standard Navigation Controls (For Example, The Show Filter and The 1 2 3 Page Control)
    • The complete list of offer records
Each row in the Offers page represents an offer record. Column headings identify the offer record fields displayed in this list. Click a column heading to sort all of the offers in the list by that field. Following are the columns of each offer record.
Status
the current status of the offer record, and to change the status of the offer when appropriate
#
the unique Offer record ID number, automatically assigned by CRMS when the record is created
Offer Name
the name of the offer as defined in CRMS, and set up as a hyperlink to the offer record. Click the offer name to open the record in the Edit Offer Details wizard.
Award
the type of award associated with the offer
Start
the date when the offer is or was scheduled to start. This is the field used by default to sort the offer records. When you open the Offers page, records are in order by start date, from latest to earliest
End
the date when the offer is scheduled to end
Clone
you can clone the associated offer record
Delete
you can delete the associated offer record
Use the Offers page to:
  • Create a new offer
  • Find an existing offer
  • Edit existing offer details
  • Change the status of an offer
  • Clone an offer record
  • Delete an offer