owner-PC\Derek
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1. Collections Manager: Overview
With the collections manager, you will be able to handle all of your collections in CallPotential. Administrators on the account will set up a WorkFlow (a schedule) that will send out a series of automatic Texts, Emails, and Calls. In addition, you will be asked to complete manual collections events along the way.
2. Collections List (ThinClient)
The collections list will hold all the scheduled events that you are to complete for the day. No more running through tenant notes, or combing through your whole customer database! All the events that you are supposed to complete for the day will be right in this list for you. If this screen does not suit you, move on to step 3 to check out another option.
3. Collection List (WebAPP)
If you prefer to do your collections by logging in to the WebAPP, you can do so by accessing our website at: http://app.callpotential.com
From here, you will be able to log in and view your collections list, and complete all your collection calls for the day. If you do not know your log in, please contact support at 877-552-2557 so we can retrieve it for you!
4. Collection List
After logging into the WebAPP, you will notice there are two tabs: Employee and Report. Make sure you are on the Employee Tab. Then, click on the "Collection List" sub-tab. This will bring up the same list that is located in your ThinClient! Just click "Open" next to each event that needs to be completed, and it will bring up that customers card where you can do the scheduled event.