Our Pre debt collection workflow has been written to give your debtors their final warnings before sending them to our debt collection partners.
To ensure debtors are not accidentally sent to collections, you will need to move them manually.
How to make this as simple as possible:
Create a Workflow called Ready to move to collect (or similar) with no reminders.
Add our Pre debt collection workflow then,
add workflow escalation with a step After Reminders to move debtors to your newly made Ready to move to Collect workflow.
Ensure you select to notify the relevant people
3. Once the notification is received, you will know who is ready to move to collect.
Select the debtors you want to send to collect then,
Click Move to then,
Select Collect.
If your account uses advanced filters create a Ready for Collection filter
(You may be prompted to agree to our collection partners t's & c's)