View Page
Document toolbox
Export to PDF
Page history
View ownership
Page Information
View Source
Convert Gliffy Diagrams
Content
…
CallPotential's Support Guide Home
Using CallPotential
Working with Customers
Page Comparison
View Page
Document toolbox
Export to PDF
Page history
View ownership
Page Information
View Source
Convert Gliffy Diagrams
Versions Compared
Old Version
14
changes.mady.by.user
Patrick Hauser
Saved on
Feb 15, 2022
compared with
New Version
15
changes.mady.by.user
Patrick Hauser
Saved on
Feb 15, 2022
Previous Change: Difference between versions 13 and 14
Next Change: Difference between versions 15 and 16
View Page History
Key
This line was added.
This line was removed.
Formatting was changed.
RETURN TO THE MAIN SUPPORT PAGE
Click a link below for more information.
Customer card information
Outstanding Collections list
Completing a scheduled Collection call
Completing a scheduled Collection email
Completing a scheduled Collection text message
Using the Promise to Pay feature to delay Collection events
Access a Customer Card
Adding a secondary email address to a Customer card
Adding a secondary phone number to a Customer's account
Entering Payments
Creating Customer exclusions
Adding Customer notes
General
Content
Integrations
{"serverDuration": 419, "requestCorrelationId": "d4e081fd7f044c21bd39cd8e7e585187"}