Home → Records → Activity page → Offers
3.9. Offers
Your RubiCRM allows you to log Offers that your clients may wish to advertise to other organisations.
Offers will be eligible for advertising as part of Web Integration and must be "Approved" to be displayed online.
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To Approve an Offer item specific to a record/company go to their record in RubiCRM. Open the Activity page. Find the Offer item and open it using the pencil icon ( |
Add a Short Description, Long Description as well as Start/Expires dates for the Offer to control when the Offer will be displayed.
"Start" is when you wish for the offer to begin displaying on any Web Integrations.
"Expires" is when you wish for the offer to stop displaying on any Web Integrations.
Your end-users who are "Main" or "Web Admin" contacts will also have the option to add their own Offers as part of Web Integration. Users must log in to your Web Integration and view their "Profile" page. Any user with permission to add an offer this way, based on your requirements for Web Integration, will be able to do so here.
When users submit an Offer via Web Integration an email notification will be sent to one or more email addresses of your choice.
To add a new offer manually for your end-users simply log a new "Offers" with relevant details and make sure to tick the "Approved" field.