4.12.3 Accepting a Settlement Offer
This topic provides the systematic instructions to Accepting a Settlement Offer .
You can accept a Settlement Offer only if it exists in initiated or offer generated status.
To accept a Settlement Offer, follow the below steps.
- Navigate to the Case Summary page.
- In the Account widget, select the required account from the account list.
- In the Settlement widget, click
- In the Settlement Offer section, select Offer Accepted under the action hamburger option.
- Click Save.
Parent topic: Settlement