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How to Create a Settlement Offer Status

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX How to Create a Settlement Offer Status August 29, 2025 0.6

 

This article describes the steps required to create an Offer Status within the FORTH CRM.

Each settlement offer is taken through a series of steps before being completed. The Offer Statuses settings let you create custom offer statuses to reflect your company’s process.

To Create an Offer Status:

  1. Log in to the CRM and click the Settlements tab.
  2. Click on Settings from the Navigation Bar (see red highlighted area below).
    Settlements Tab to Settings NavBar Aug2025.png
  3. From the left panel, select Offer Statuses.
  4. On the Offer Statuses page, click Add an Offer Status, found at the bottom of the page (see image below).
    Settlement Offer Statuses Aug2025.png
  5. Now, type the new custom status in the text field that appears (see the image below).
    Settlements Tab to Settings to Add an Offer Status Window Feb2024.jpg
  6. Do one of the following:
    • Click the Save Settings button; or
    • Repeat steps 4 and 5, and then click the Save Settings button.
      Settlement Offer Statuses Save Settings Button Aug2025.png


Article Version History: 

Version Effective Date Description
Basic 06/24/2020 Initial Release
0.1 08/03/2022 Minor Updates
0.2 03/16/2023 Added header and version control footer; Refreshed first screenshot to reflect current user interface.
0.3 02/22/2024 Refreshed all screenshots to reflect user interface updates and to improve legibility where possible.
0.4 07/23/2024 Refreshed the first two screenshots to improve readability.
0.5 07/30/2025 Reshot the initial screenshot to improve readability.
0.6 08/29/2025 Added "How To" to the title. Retook three screenshots. Minor grammatical edits.
     

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