Select a Certificate

You must select a certificate to begin the negotiation process.  The certificate defines the rules of the negotiation, and designates who will receive notifications.

This certification-selection window displays when Hand Off For Negotiation is clicked from the promotion management window. The certificate must exist before it can be selected.  Certificate column headings.

Select the Certificate

Follow the Basic Steps to negotiating a promotion to Hand Off the promotion.

  1. Select the certificate.

If there are a large number of certificates, you can::

  • Page through the list to find the certificate.

OR

    1. Enter the first few characters of the Certificate Code or Certificate Name, followed by an asterisk (wildcard).  

    2. Click Find, and select the certificate from the list that displays.

  1. Click Save & Attach.  

This saves your selection and attaches the certificate to the promotion.

  1. Click Yes. to confirm the attachment.

Notifications are sent to the recipients designated in the certificate.

Example Hand Off notification

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