Prevail User Knowledge Base

E-Training*: Demand or Offer Entry to the Negotiation Tab.

Owned by Emily Doane
Last updated: Sept 12, 2023 by Kyle Higgins
1 min read

This How to covers adding a demand or offer entry into the negotiation tab of Prevail.

To view an instructional video of this information, view the link below.

Video Link: Demand or Offer Entry to the Negotiation Tab.

You can use the Negotiation tab to record offers and demands that are made as you attempt to settle a case as well as track any liens that are held against a potential settlement.

Instructions

  1. Click ‘Add Demand’ or ‘Add Offer’.

  2. In the Subject field, enter a description of the entry.

  3. In the Entry Date field, enter the date of the demand or offer.

  4. If the demand or offer is final, check the ‘Final’ box.

  5. Optional: Enter detailed information about the entry in the Notes field.

Settlement Calculator, Adding Leins,

Training Plan for Prevail 6-9 Upgrade

Video 29 - Using the Settlement Calculator

Training Plan for Prevail 7-9 Upgrade

Video 15 - Using the Settlement Calculator

Staff Training #1

Video 22 - Using the Settlement Calculator