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Collections Manager

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Created by Mike Elberts (Unlicensed), last modified by Derek Mannino (Unlicensed) on Jan 14, 2016

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The Collections Module of CallPotential

Collections Overview

What is Collections Manager

Processing Collections

How to get to your Collections List

Completing a Collections Call

Completing a Collections Email

Completing a Collections SMS

Customers

Searching for a Customer

Entering a Payment

Remove "Other" Numbers

Exclusions & Delays

How to Exclude Tenants from contact

How to use the Promise to Pay feature

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