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Day 3: Refresher Collections User Journey Demo (UAT 2.0)

Watch this course to increase the number of collections calls by 2X in-app calling and perform internal tasks with suggested actions and automated activity logging and tracking.

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About this course

promoImage Day 3: Refresher Collections User Journey Demo (UAT 2.0)
description
lessonOverview

This tutorial will help you get answers to all your questions related to in-app calling and internal tasks such as saving notes, managing disputes, overriding system-suggested email correspondence, and much more!

Learn how to apply filters, execute in-app calling, create emails, and perform internal tasks post calls with the HighRadius Autonomous Collections Software.

After going through refresher Collections user journey demo training, you will be able to:

  1.  Perform in-app calling while taking notes, create P2P, manage disputes, and perform internal tasks to utilize your bandwidth efficiently.
  2.  Review customer accounts by tracking invoice status automatically after each customer call.
  3.  Schedule and send emails automatically to your customers with payment links making it quick and easy to receive payment.

Curriculum

  • What are the stages of Collection User Journey Mapping [10 Mins]
  • Lesson 1: How to Apply and Save Filter in My Collections Worklist
  • Lesson 2: How to Review My Collections Worklist
  • Lesson 3: How to Select a Collections Worklist Customer
  • How to Execute In-app Collections Calls (LIVE Demo) [15 Mins]
  • Lesson 1: How to Review Customer Account
  • Lesson 2: How to Conduct In-app Collections Calls (LIVE Demo)
  • Lesson 3: How to Perform Internal Tasks During and After Collections Call
  • Different Stages of Collections Personalized Correspondence Workflow [10 Mins]
  • Lesson 1: How to Select a Customer for Email Correspondence
  • Lesson 2: Select, Review, and Override System-Suggested Email
  • Summary of Collections Workflows User Journey [1 Min]
  • Lesson 1: Summary of Collections Workflows User Journey
  • Downloadable Asset
  • Downloadable Asset: User Journey Demo

About this course

promoImage Day 3: Refresher Collections User Journey Demo (UAT 2.0)
description
lessonOverview

This tutorial will help you get answers to all your questions related to in-app calling and internal tasks such as saving notes, managing disputes, overriding system-suggested email correspondence, and much more!

Learn how to apply filters, execute in-app calling, create emails, and perform internal tasks post calls with the HighRadius Autonomous Collections Software.

After going through refresher Collections user journey demo training, you will be able to:

  1.  Perform in-app calling while taking notes, create P2P, manage disputes, and perform internal tasks to utilize your bandwidth efficiently.
  2.  Review customer accounts by tracking invoice status automatically after each customer call.
  3.  Schedule and send emails automatically to your customers with payment links making it quick and easy to receive payment.

Curriculum

  • What are the stages of Collection User Journey Mapping [10 Mins]
  • Lesson 1: How to Apply and Save Filter in My Collections Worklist
  • Lesson 2: How to Review My Collections Worklist
  • Lesson 3: How to Select a Collections Worklist Customer
  • How to Execute In-app Collections Calls (LIVE Demo) [15 Mins]
  • Lesson 1: How to Review Customer Account
  • Lesson 2: How to Conduct In-app Collections Calls (LIVE Demo)
  • Lesson 3: How to Perform Internal Tasks During and After Collections Call
  • Different Stages of Collections Personalized Correspondence Workflow [10 Mins]
  • Lesson 1: How to Select a Customer for Email Correspondence
  • Lesson 2: Select, Review, and Override System-Suggested Email
  • Summary of Collections Workflows User Journey [1 Min]
  • Lesson 1: Summary of Collections Workflows User Journey
  • Downloadable Asset
  • Downloadable Asset: User Journey Demo