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Liquid Latitude Help
Move an Account to the Previous Process Stage
Use the Current option in the Processes menu to move an account to the previous stage of a process. You cannot select a specific stage to which to move the account. However, you can continue moving the account to previous stages within the process until you get to the stage you want.
To move an account to the previous process stage
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In the Account toolbar, click Processes > Current > [process name - stage name] > Previous. The system updates the anchor card in the Account Information panel to reflect the current stage. The following example shows that the account is in the Confirmation stage of the Dispute process. It also shows that the process has two stages and that the account is in the first stage.
Related Topics
Move an Account to the Next Process Stage