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Siebel eFinance Guide > Collections > End-User Procedures >
Executing a Collection Campaign
Once end users have reviewed background information about a financial account, they can start the collection campaign by calling the customer. For more information on viewing the Collection Summary and Promises Summary, see Researching Delinquent Accounts.
To execute a collection campaign
- Navigate to the Campaigns screen.
- In the Campaigns list, select a campaign.
- Click the Call Start view tab.
- Call the customer.
For more information, see Siebel Communications Server Administration Guide.
- In the Call Start list, highlight the Last Name field and click Response.
The Financial Accounts, Activities view tab appears. The application creates a new record and specifies the Type as Collection.
- Click the Service Request view tab.
- In the Service Requests list, add a record and complete the following fields:
- In the Service Requests list, drill down on the SR # hyperlink.
- In the Payment Promises list, add a record and complete the necessary fields.
NOTE: End users can also record payment promises from the Financial Accounts screen. After selecting the appropriate financial account, select Payment Promises from the New Service Request drop-down list and click Go. For more information, see Creating a Service Request Using the GO Button. For more information on recording a payment promise directly from the Service Requests screen, see Creating a Service Request and Requesting an Account Service in a Service Request.
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Siebel eFinance Guide Published: 20 October 2003 |