Collections Management
Description
This informative 1 hour webinar will show you how Collections Manager can help shorten the collection cycle by up to 50%! During this session we demonstrate:
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User Interface
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Customer Specific Collection Settings
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Emailing Dunning Notices
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Creating Collection Tasks and Follow-up's
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Drill to open invoices during a collection call / forward invoice via email
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Manage collector activities
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Report on anticipated receipts
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Train users on special features and inquires to Microsoft Dynamics GP
View sample screen shots of Collection Manager in action:
Class Protocol:
Due to the short time frame, we will not be taking questions over the conference call line during class. During the GoToMeeting Session you can send a “chat” question, which I will try and address. If it applies to the entire class I will address it immediately, otherwise I will respond directly to you after class.
Please log in the each GoToMeeting at least 15 minutes before class to ensure you are able to connect.