The SDM selects the expert and sends the quote; the CSM handles the customer

The two manager roles now split the way the work does: the SDM handles everything with the expert, and the CSM everything with the customer.

• SDMs run Expert Match and the bid pool on every account. Accepting a bid selects the expert and puts the quote in front of the customer — there is no separate send step.
• CSMs no longer see the Matching and Proposals sections or the proposals list, and cannot accept or reject a bid. Before the quote exists, the lead’s Quote section tells them how many bids are in, so they can tell the customer where things stand. Once the quote is out, they see the winning expert and the price, and handle the customer’s questions and decision on it.
• The guided demo now follows the SDM from the skills check through Expert Match, the bids, the quote and delivery.

An admin can still give one particular CSM the bid pool by granting them the proposal permissions directly.