Prevail User Knowledge Base
E-Training*: Demand or Offer Entry to the Negotiation Tab.
- Emily Doane
- Kyle Higgins
- Carly Ventura
- mike.doane
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
Click ‘Add Demand’ or ‘Add Offer’.
In the Subject field, enter a description of the entry.
In the Entry Date field, enter the date of the demand or offer.
If the demand or offer is final, check the ‘Final’ box.
Optional: Enter detailed information about the entry in the Notes field.
Related articles
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