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Day 3: Collections Personalized Correspondence Workflow
Watch this course to increase the number of Collections calls and perform internal tasks with suggested actions and automated activity 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.
- 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.
- Review customer accounts by tracking invoice status automatically after each customer call.
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Curriculum
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Collections Personalized Correspondence Workflow [20 Mins]
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Lesson 1: How to Select a Customer for Email Correspondence
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Lesson 2: How to Perform Internal Tasks During and After Collections Call
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Lesson 3: How The Scoring System For Broken Commitments Work
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Lesson 4: How to Call Customers
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Downloadable Asset
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Downloadable Asset: Collections Cloud- End User Training
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.
- 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.
- Review customer accounts by tracking invoice status automatically after each customer call.
|
|
|
Curriculum
-
Collections Personalized Correspondence Workflow [20 Mins]
-
Lesson 1: How to Select a Customer for Email Correspondence
-
Lesson 2: How to Perform Internal Tasks During and After Collections Call
-
Lesson 3: How The Scoring System For Broken Commitments Work
-
Lesson 4: How to Call Customers
-
Downloadable Asset
-
Downloadable Asset: Collections Cloud- End User Training
