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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.

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About this course

promoImage Day 3: Collections Personalized Correspondence Workflow
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.  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.
  3. 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

About this course

promoImage Day 3: Collections Personalized Correspondence Workflow
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.  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.
  3. 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