Before you start
Use the correct business identity and role.
What to do
- Open your managed work and select the intended opportunity.
- Review its details, incoming proposals and current availability.
- Use the supported edit, offer, assignment or close controls as appropriate.
- Check the resulting state before communicating an outcome to another participant.
What happens next
The managed opportunity reflects the confirmed action.
If something goes wrong
Do not change ownership or use another business to bypass a missing control. Ask the business administrator to check your role.
