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.
  1. Navigate to the Case Summary page.
  2. In the Account widget, select the required account from the account list.
  3. In the Settlement widget, click expand
  4. In the Settlement Offer section, select Offer Accepted under the action hamburger option.
  5. Click Save.