Sending & Managing Offer Status

Overview
Track each offer’s life cycle—from Draft → Pending → Sent → Accepted/Declined/Expired/Withdrawn—directly in the list view.

Steps

1. In the Status column next to an offer, click the dropdown.

2. Select the new status (e.g. Sent, Withdrawn).

3. To email an offer, open Action → Send (or use Save & Send when editing).

4. After sending, change status to Pending, Accepted, or other appropriate stage.

Tips

• Automate follow-ups by filtering on Pending offers and exporting the list for reminders.

• Color-coded statuses help you scan for urgent items (e.g. red = Expired).

Troubleshooting

• Cannot change status? Check your user permissions under Recruit Settings → Roles & Permissions.

• Email not delivered? Verify SMTP settings in Recruit Settings → Notification Settings and check spam/junk folders.