Follow Up Call Activities

Video Transcript

Collect-IT Series: Making a call – Follow up activities

We also have unlimited statuses that you can create. If you designate a status as a "dispute status" then it's going to ask you for a "dispute reason", so you can set up as many of those as you want also. The dispute reason is also available for workflows, so like I said, if it's a pricing dispute, you could have it go automatically to the salesperson to resolve.

You can set up a next action here or you can have the system just create the next action based on the workflow. If you set up a next action, you can say "You know what? I want to take a look at this on Friday. I'm going to do an account review, about 1:00." If I have security, I can assign this to another user. So I can say, "I'm going to assign this to Rep 1" possibly, if I wanted to.

I can put in a note here, if I want to put in a handwritten note.

If I'm on the phone with the customer, and they say, "Hey, I never got those invoices." I say, "No problem, let me send you a copy of them." So I can click Send Letter here and this is going to bring up a letter template, that I've designated as my first late notice or first call, email or whatever you want to call it. Again, these are all customizable by you. But this is going to bring up their contact information.

I can choose to include copies of the invoice, we'll talk about that in a second, copy of the statement if I want to. I can send it through Exchange or from local Outlook. When I click send, it's going to shoot that email off with copies of the invoice and it's going to put a note on the account that I sent them a copy of the invoice.

And again, all of this is customizable by you. You can set up these letters however you want them to look.