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Day 3: Refresher Collections User Journey Demo (UAT 2.0)
Course 3 of 4 in Collections End-User Product Training
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.
About this course
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| 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:
- Perform in-app calling while taking notes, create P2P, manage disputes, and perform internal tasks to utilize your bandwidth efficiently.
- Review customer accounts by tracking invoice status automatically after each customer call.
- Schedule and send emails automatically to your customers with payment links making it quick and easy to receive payment.
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Curriculum
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What are the stages of Collection User Journey Mapping [10 Mins]
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Lesson 1: How to Apply and Save Filter in My Collections Worklist
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Lesson 2: How to Review My Collections Worklist
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Lesson 3: How to Select a Collections Worklist Customer
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How to Execute In-app Collections Calls (LIVE Demo) [15 Mins]
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Lesson 1: How to Review Customer Account
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Lesson 2: How to Conduct In-app Collections Calls (LIVE Demo)
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Lesson 3: How to Perform Internal Tasks During and After Collections Call
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Different Stages of Collections Personalized Correspondence Workflow [10 Mins]
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Lesson 1: How to Select a Customer for Email Correspondence
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Lesson 2: Select, Review, and Override System-Suggested Email
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Summary of Collections Workflows User Journey [1 Min]
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Lesson 1: Summary of Collections Workflows User Journey
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Downloadable Asset
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Downloadable Asset: User Journey Demo
About this course
| promoImage |
|
| 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:
- Perform in-app calling while taking notes, create P2P, manage disputes, and perform internal tasks to utilize your bandwidth efficiently.
- Review customer accounts by tracking invoice status automatically after each customer call.
- 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
