Completing a Collections Email

How to successfully complete a Collections email through CallPotential

Table of Contents

1. Open the Collections Event

First, in order to complete a collections email, you will need to open up a scheduled collection email event in the collection list. You can do this by clicking the gray rectangle at the bottom of the accordion menu on the right side of the screen. Then, you can click on the name of the tenant who has an email event scheduled for them.

Note: Tenants who are due for an email collection event will have a blue letter to the left of their name in the collections list

2. Collection email template

After opening up the tenants card, you will see that an HTML editor box will show up at the top left corner of your screen with a pre-populated email template built inside it. This template is set up by your administrator, based on how many days the tenant is past due. You can either stick with the preset, tweak it in the HTML editor box, or change it out for a different template by selecting one off the Template drop down list.

3. Send the email

After you have finished making any changes to your email template, you are now ready to send the email. All you have to do is select your name off the Employee drop down list, and click the "Send" button, and the collection event has been completed!

Note: If you wish to send the email to a different email address, you can click the little downward facing error on the "Send Email" button and type in a different email address.

4. Oops! Correct Errors!

If you forget to select your name off the Employee drop down list, then the system will prompt you to select your name before the email is sent. Just select your name and click "Continue", and the email will be sent.

Note: If you are not on the employee drop down list, please contact support at 87