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Day 2: Pre-Call Activities and Collections UI Demo

Watch this course to increase the number of collections calls and perform pre-call internal tasks with suggested actions and automated activity logging and tracking.

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About this course

promoImage Day 2: Pre-Call Activities and Collections UI Demo
description
lessonOverview

Understand the HighRadius Collections workflow with AI-based worklist prioritization and automated dunning capabilities to enhance collections calling.

Learn how to create filters, conduct advanced searches, review accounts, check order numbers, and speed up the recovery process to reduce DSO with the HighRadius Autonomous Collections Software.

After going through Pre-Call Activities and Collections UI Demo training, you will be able to:

  1. Increase collections team productivity by automating a number of pre and post-call activities and increase bandwidth to make more calls and reduce past-due.
  2.  Calculate a collections score for each customer based on multiple parameters, including clean past due, promise to pay violations, credit risk, average days late, etc.
  3.  Analyze the past due invoices, and previous actions taken and provide a summary of the reason to call the customer.

Curriculum

  • My Worklist Tab [10 Mins]
  • Lesson 1: How to Navigate Through My Collections Worklist
  • Lesson 2: How to Review Customer Details
  • Lesson 3: What are the Important Buttons Functionalities
  • Downloadable Asset
  • Downloadable Asset: Collections Cloud- End User Training

About this course

promoImage Day 2: Pre-Call Activities and Collections UI Demo
description
lessonOverview

Understand the HighRadius Collections workflow with AI-based worklist prioritization and automated dunning capabilities to enhance collections calling.

Learn how to create filters, conduct advanced searches, review accounts, check order numbers, and speed up the recovery process to reduce DSO with the HighRadius Autonomous Collections Software.

After going through Pre-Call Activities and Collections UI Demo training, you will be able to:

  1. Increase collections team productivity by automating a number of pre and post-call activities and increase bandwidth to make more calls and reduce past-due.
  2.  Calculate a collections score for each customer based on multiple parameters, including clean past due, promise to pay violations, credit risk, average days late, etc.
  3.  Analyze the past due invoices, and previous actions taken and provide a summary of the reason to call the customer.

Curriculum

  • My Worklist Tab [10 Mins]
  • Lesson 1: How to Navigate Through My Collections Worklist
  • Lesson 2: How to Review Customer Details
  • Lesson 3: What are the Important Buttons Functionalities
  • Downloadable Asset
  • Downloadable Asset: Collections Cloud- End User Training