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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.


Start Text

  • (A) Start Collection Text - Click to dial the main number associated with the account. 
  • (B) Start Collection Call dropdown - Click to access additional account phone numbers (if available) and call statistics.
  • (C) Next Event - Indicates the next scheduled Collection date and the type of communication.
  • (D) Information - Click for more detailed information regarding the next follow up event. 



Compose & Send Text

  • (E) Edit message - The text will appear with a pre-populated message allowing you to make edits as necessary.
  • (F) Templates - Click to access a list of additional standard messages.
  • (G) Recipients - Click to include additional text recipients. 
  • (H) Send - After making updates, click to send the text. 



Confirming Text Sent

  • (I) Message Sent - After clicking Send a confirmation message will appear at the top, center of the Lead card.



During Text Conversation

  • (J) Promise to Pay - If enabled by your management team, this temporarily delays future collection events.



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