Accept Partnership Offer

Accept Partnership Offer

Overview

When you receive a partnership offer from one of your business partners, their dedicated tile will appear prominently on their home screen. This tile will indicate the status of the offer as 'Open' and will display that there are currently "0" contacts and "0" active projects associated with this partnership. You will have the opportunity to carefully consider the offer and can choose to either accept or decline it based on your assessment.

Step 1 - View Offer

  1. Once you receive the offer from a partner, you will see the partner's card on your business partner screen.
  2. The card will display the status as Open. 
  3. To accept or decline the offer, click on the partner card.

Step 2 - Accept Offer

  1. Once you click on the partner's card, the screen will display the offer details.
  2. You will see the message and the person's name who has sent you the offer.
  3. Below the message, you will see a list of contacts provided by your partner.
  4. To accept the offer, click on the Accept button as shown in the screenshot.

Assign Role

  1. Once you click on the Accept button, an Assign Role screen will appear.
  2. On this screen, you need to assign roles to the offered contacts from your partner.  Before accepting, assigning a role to each contact based on the available environments within your organization is essential. For instance, if three environments are present—namely production, development, and quality testing—at least one role must be assigned for the environment in which you wish the contact to operate.

  1. The screen is divided into two sections: Team Member and Assign Role(s). 
  2. The Team Member section displays a list of accepted contacts. Your partner might have offered you a single or multiple contacts. 
  3. Select the contact in the Team Member section by clicking on the band. You can select the contact individually and assign the roles to them.
  4. However, you can also assign the same roles to all the contacts. To assign the same role and environment to all contacts, click the 'Select All' button located at the top right of the section.

  1. Once you select an individual contact or choose all the offered contacts, the Assign Role(s) section becomes enabled. 
  2. To assign a role, start by selecting a contact from the Team Member section. After making your selection, the Assign Role(s) section will be active.

  1. All available environments will be displayed, each represented by a distinct band. Each band indicates the name of the environment, and at the end of each band, there is a drop-down menu containing a list of roles associated with that particular environment.
  2. Select the appropriate role from the drop-down menu.
  3. Close: The Close button will close the pop-up and take you to the Offer screen.
  4. Accept:
    1. By default, the Accept button is disabled.  
    2. The button will be enabled once you have assigned roles to all the contacts.  
    3. Click on the Accept button.

  1. A confirmation pop-up will appear after you click it. Then, click the 'Yes' button to confirm. 
  2. When you click the 'Yes' button, a confirmation message will appear on the screen, and you will be taken to the home screen.

  1. The partnership is now active between you and your partner. The partner's tile is fully functional, and you can view the number of contacts displayed on it. Additionally, the context menu will now show the following options:
    1. Mark Favorite: This option allows you to mark a specific customer as a favorite.
    2. Edit Partnership: This option enables you to modify the details of the partnership.
    3. End Partnership: This option allows you to terminate the partnership.




Decline Offer

  1. To decline the offer, follow these steps:
  2. Click the drop-down menu next to the "Accept" button and select the "Decline" option.
  3. A confirmation pop-up titled "Decline Offer" will appear, allowing you to enter your reason for declining.
  4. After providing your reason, click the "Yes" button to confirm your decision.
  5. Once you click "Yes," the partner's tile will be removed from the screen.







Partner View

After sending an offer to the customer, the customer's tile will display an 'Open' status.

Offer Accepted

  1. Once the customer accepts the offer, the customer's tile will appear without any status indicators. 
  2. This means that the partnership between the partner and the customer is active. 
  3. On the customer's tile, you will see the following details:
    1. The context menu will display the following options:
      1. Mark Favourite: This option allows you to designate the particular customer as a favorite.
      2. Edit Partnership: This option enables you to modify the partnership details.
      3. End Partnership: This option allows you to terminate the partnership.
    2. At the bottom of the tile, the Login to {customer name} link will be active. By clicking this link, you can log in directly to the customer's account. 


Offer Declined

  1. Once the customer declines the offer, their tile will display a "Declined" status. 
  2. The context menu will then present the following options:
    1. View Partnership:
      1. This option allows you to view the details of the partnership.
      2. Please note that you cannot modify any details of the partnership once it has been terminated. All partnership information will be displayed as read-only.  
    2. Delete:
      1. This option enables you to delete the customer's tile after the partnership has been terminated.


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