Designing Collection Process Templates & Collection Event Types
Collection Process Template | Collection Event Type | Triggered X Days From Start Of Collection Process |
---|---|---|
Large Overdue Debt | Large debt courtesy reminder letter | 0 |
To Do for large overdue debt | 3 | |
Deposit | Deposit reminder | 0 |
Deposit Severely Overdue | Create To Do entry | 0 |
Collection Event Type | Event Type |
---|---|
courtesy reminder letter | Send Letter - CHARIT REMIN |
2 nd notice letter | Send Letter - REGUL 2 nd |
Large debt courtesy reminder | Send Letter - LARGE REMIN |
Risky debt courtesy reminder | Send Letter - RISKY REMIN |
To Do for large overdue debt | Issue To Do |
Large debt 2 nd notice letter | Send Letter - LARGE 2 nd |
courtesy reminder letter | Send Letter - UNREG REMIN |
2 nd notice letter | Send Letter - UNREG 2 nd |
Deposit reminder | Send Letter - DEPOS REMIN |
To Do for deposit severely overdue | Issue To Do |
Now you're (almost) ready to set up your collection procedures.