Resolve a customer dispute and record the dispute analysis

task australia Updated Sep 10, 2026 2 min read resolve-customer-dispute.md
Raw file servicenow.com

Resolve customer disputes by creating resolution tasks, documenting dispute analysis, and proposing solutions. Complete this stage after investigation and before closure.

Before you begin

Role required: sn_telco_adr_mgmt.manager

About this task

This stage in the Customer Dispute Management (CDM) playbook focuses on implementing the resolution tasks and documenting the dispute analysis. Both activities must be completed before moving the dispute to closure.

Procedure

  1. Navigate to All > Workspaces > CRM Workspace.

  2. Select the lists ([Omitted image "Lists.png"] Alt text: Lists Icon.) icon.

  3. Navigate to Customer Dispute Management > All.

  4. Open the CDM case record.

  5. To implement the resolution, on the Resolution stage, select Create tasks and complete the task fields.

    Field Description
    Opened on Date when the task was created
    Priority Priority level of the resolution task
    Assigned to User responsible for completing the task
    State Current state of the task
    Short description Brief summary of the work to be done
    Description Detailed explanation of the work to be done
  6. Select Save.

    Created tasks appear in a grid showing number, opened date, subject, assigned to, and priority. You can filter, search, and sort this grid.

  7. Mark all resolution tasks complete.

    Open each task, update the state to complete, and save the task.

  8. Select Continue.

  9. Select Add dispute analysis and complete the dispute analysis fields.

    Field Description
    Category General category of the issue.
    Subcategory Specific subcategory within the selected category
    Reason Dispute reason.
    Products identified Product or products associated with the dispute.
    Assignment group Group responsible for the affected product line.
  10. Select Save.

  11. Select Mark complete.

    The dispute moves to the Closure stage.

  12. Select Continue.

Result

The system sends the customer an email that summarizes the dispute, investigation findings, and proposed resolution. Based on the customer response, you can close the dispute. For more information, see Close a customer dispute.

Parent Topic:Using Customer Dispute Management case

Related topics

Create a Customer Dispute Management case

Investigate customer disputes

Close a customer dispute

View a Customer Dispute Management case record

Customer Dispute Management

Keywords resolvedispute analysisdispute analysiscustomer dispute management
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