4.5.1 Creating a Quick PTP
You can create a quick PTP by specifying details, such as task, promise type, and the promised amount.
To create a quick PTP:
- Navigate to the Case Summary page.
- In the Account widget, select the required account from the account list.
- In the Promise To Pay widget, select task from the Task list.
- From the Promise Type list, select the promise type.
- In the Amount field, enter the amount that the customer has promised to pay.
- In the Date field, select the date on which customer has promised to pay the amount.
- Click Save PTP.
Parent topic: Promise to Pay