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

  1. Navigate to the Campaigns screen.
  2. In the Campaigns list, select a campaign.
  3. Click the Call Start view tab.
  4. Call the customer.

    For more information, see Siebel Communications Server Administration Guide.

  5. 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.

  6. Click the Service Request view tab.
  7. In the Service Requests list, add a record and complete the following fields:
    • In the type field, select Bank.
    • In the Area field, select Payment Promises.
  8. In the Service Requests list, drill down on the SR # hyperlink.

    The Payment Promises view appears.

  9. 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.


 Siebel eFinance Guide 
 Published: 20 October 2003