Recording Call Actions
Use the Call Actions window to recommend follow–up activity after recording a customer call. You can place items in dispute, mark an item for further collection action, or update or delete existing disputes.
You can define additional call actions in the Receivables Lookups window.
Follow up actions that you enter against a customer or specific transaction appear in the Schedular window for your collectors toreview.
Note: You can only create new rows in the Call Actions window; you cannot modify existing data.
Completing a Call Action
You can indicate that a specific call action has been executed by marking it ’Complete’ in the Call Actions window. Completing call actions lets you track items that require additional customer contact and record your progress.
1. Navigate to the Customer Calls window.
2. Query the call.
3. Choose Actions.
4. Check the Complete box next to the call action.
5. Save your work.
You can indicate that a specific call action has been executed by marking it ’Complete’ in the Call Actions window. Completing call actions lets you track items that require additional customer contact and record your progress.
1. Navigate to the Customer Calls window.
2. Query the call.
3. Choose Actions.
4. Check the Complete box next to the call action.
5. Save your work.
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