Create a Collections Strategy
This exercise show you how to create a strategy, assign tasks, and assign them sequentially.
Strategies are a series of manual or automated tasks and linked together in the order they're to be executed. A strategy consists of the following:
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Create Strategy Template Group: Used to define your general information about the strategy
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Customer Segment: Identifies the grouping and unique attribute for this strategy
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Strategies: Lists the various stages and scores for your strategy
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Tasks: Lists the tasks in sequential order and defines the details for each
Create a Strategy
Navigation: Setup and Maintenance > All Tasks > Manage Collections Strategies> Go to Task icon > Manage Strategies
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From the Manage Collections Strategies section click Create icon.
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Enter the following information:
Create Strategy Template Group page:
Field
Value
Group Name
US Customers
Strategy Level
Account
Change Strategy per Tolerance
No
Enabled
Yes
Start Date
Select the current date.
End Date
Blank
Customer Segment section
Field
Value
View Name
Account
Identifier
ID
Strategies section
Field
Value
Method Name
USA Strategy Good
Lowest Applicable Score
50
Method Name (Add row icon)
USA Strategy Bad
Lowest Applicable Score
0
Tasks section: Select the USA Good Strategy
Field
Value
Order
10
Name
Friendly Phone Call
Order
20
Name
Friendly Phone Call
Order
30
Name
Friendly Phone Call
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Click Save and Close button