Collections (Pro)

Collection activities record actions taken by users while trying to collect on a customer. You can add a collection activity from either the collection queue or the customer’s detail page on the Collections tab. Click the Add Activity button: Col...

Use the Collections Status page to add, edit, and remove collection statuses. Collection statuses identify what queue customers are in. This page has a grid with these columns: Status Name — This is a text field. Status Description — This...

The Collections Queue is for organizing, managing, and prioritizing the collections your business will use for customers. Use this to create and edit your collection queues. To create or edit these, users must have the Collections role. This is...