This curriculum of training courses introduces users to key platform features such as navigation, user management, automation and customizable reporting. Learners will explore how to configure user roles, design templates, and set up automated workflows that trigger reminders and actions based on overdue timelines. Additionally, the training covers how to use dashboards and reports to track performance and gain insights into payment behaviors. By completing all courses, users will gain the expertise needed to configure the system to best support collectors and maximize payment recovery.
Collections Settings and Reporting Management
By the end of this course, you will be able to:
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Configure and manage user roles and permissions to control access and streamline workflow responsibilities.
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Create and deploy automated procedures that trigger account actions and communication based on overdue payment timelines.
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Customize dashboards and generate dynamic reports to monitor collection performance and identify trends.
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Design communication templates and implement system settings that enhance consistency and efficiency in customer interactions.