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Collection Manager Tasks

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Created by Patrick Hauser (Unlicensed), last modified on May 17, 2023

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These guides only apply to users who subscribe to CallPotential Collection Manager services. If you do not use this service, no items will appear on your Outstanding Collection List.

Click to learn What is Collection Manager?

Click a link below for more information.

Outstanding Collection List

Completing a Scheduled Collection Text Message

Completing a Scheduled Collection Call

Using the Promise to Pay Feature to Delay Collection Events

Completing a Scheduled Collection Email

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