How do I know if anyone else has already contacted a Customer about their collections or is working on it?
Within the Collections Queue, you can enter Notes in the Collections Log. This is a very convenient feature since notes can be left by anyone within your company regarding the collections due. The log will show the note, the date the note was entered, the time it was entered, and also which Employee had entered that note. This is a great component in Striven to make sure there are no oversights. You can also add to the Collection Queue the Next Call Date. This will allow you to know when the next time to follow up with the Customer is set to.