What's Next

When the definition of an offer passes the basic CRMS error tests and is ready for a review, the next possible steps are presented in a the What's Next? page.

This page includes two options:

Note:

  • Go to Offers is a crucial step in the process of creating an offer. You have to use this option to change the status of an offer from saved to pending. In effect, this option submits a saved offer for approval.
  • Only a CRMS Administrator can approve or deny a pending offer.

Clicking Go to Offers is the last step in defining a new offer. (The next step, approving or denying the pending offer, does not change the editable details of an offer.)

If CRMS does not find any errors in an offer record during the final Summary & Preview step of the offer creation or offer details editing process, the technical requirements for that record have been satisfied.

The status of an offer indicates how far the offer has progressed in its normal lifecycle, and how it can be used next.

The current status of each offer is displayed in the Current Offers page, in a control box that is displayed in the left-most column:

A successful offer progresses through the following changes in its status: