Objectives & Values
View my assigned commitments and commit for a price
Step by Step
1 - Go to the Commitments tab | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Table of content
2 - Select the view My Commitments (Assigned & Rejected) | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
3 - Select one commitment by clicking on its name | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
4 - Complete the fields in the section “To be completed by Sales Rep” : | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
All other fields are read only. If the field Is Frozen is checked, the commitment can’t be edited anymore. |
5 - Change the status to Pending Review | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
This commitment will no longer appear in the list view My Commitments (Assigned & Rejected)
| ||||||||||||||||