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Siebel eFinance Guide > Collections >
Administrator Procedures
The following administrator procedures are described in this section:
Siebel administrators can use Siebel campaign management to execute collection campaigns. To create a collection campaign, an administrator needs to first create a new campaign in the Campaign Administration view and then generate the list of contacts the collection agents will call during the campaign.
Administrators can create this list of contacts (called a campaign list) by querying the Siebel eFinance database, or by importing an external list from a third-party application.
As a Siebel administrator, you can generate a campaign list by:
- Manually adding contacts to a campaign. Use the Campaign Administration screen to manually add a contact to the collection campaign. For more information on setting up campaigns, see Siebel Marketing Guide.
- Setting up a workflow. Set up a workflow to monitor the number of days accounts are past due. For more information, see Siebel Business Process Designer Administration Guide for Financial Services.
- Using Siebel Analytics Server. Use Siebel Analytics Server to track past due accounts. For more information, see Siebel Analytics Server Administration Guide.
To set up a collection campaign
- From the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.
- In the More Info form, click the show more button and add a record.
- In the Response Type field, select Collections.
- Complete the remaining necessary fields.
To manually add a contact to a campaign
- From the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.
- In the Campaigns list, select a campaign.
- Click the Call Start view tab.
- Click the Contacts/Prospects view tab.
- In the Contacts or Prospects list, add a record and complete the necessary fields.
NOTE: Make sure to add Contacts who have delinquent financial accounts.
For more information on setting up campaigns, see Siebel Marketing Guide.
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Siebel eFinance Guide Published: 20 October 2003 |