Before you start
You need the role, membership and current opportunity state required by the displayed action.
What to do
- Open the exact opportunity and read the proposal or offer details.
- Review the scope, people and terms before submitting a proposal or response.
- Use the available acceptance or decline control only for the intended offer.
- Check the saved outcome and related assignment after confirmation.
What happens next
The current opportunity and offer records show the accepted outcome.
If something goes wrong
An uncertain response must be checked before resubmission. Do not assume that opening an offer or starting checkout means the work was assigned.
