Decline Partnership Offer

Decline Partnership Offer

Overview

When you receive a partnership offer from one of your business partners, you can either accept or decline the offer.  You will have the opportunity to carefully consider the offer and can choose to either accept or decline it based on your assessment. This article describes the steps to decline the offer.

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 - 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.
  1. A confirmation pop-up titled "Decline Offer" will appear, allowing you to enter your reason for declining.
  2. After providing your reason, click the "Yes" button to confirm your decision.
  3. 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 partner's offer card will be removed from your business partner's home.


    • Related Articles

    • 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 ...

    • Send Partnership Offer

      Overview Any business partner can contact another by sending a partnership offer, inviting collaboration in a mutually beneficial arrangement. Each partner will see an 'Add Customer' button prominently displayed on their home screen, making it easy ...

    • View Partnership Status

      Overview Once you receive the partnership offer, you'll see a different status depending on the partnership's progress. These statuses are displayed on the partner's card within your business partner screen. The status that appears on the partner's ...

    • View the Client's Partnership Status

      Overview Once you send the partnership offer, you'll see a different status depending on the partnership's progress, such as 'accepted', 'open', 'declined', or 'modified'. These statuses are displayed on the partner's card within your business ...

    • Modify Partnership Details

      Overview You can update your partnership details at any time. Both the partner and the client can make changes to ensure all information stays current and accurate. If the client updates any part of the partnership information, the partner must ...