Context is everything in your collection process. So Upflow allows you to pause the collection for a specific customer.
But when you have many customers, it can be easy to forget a process on pause.
To help you track your team’s collection efforts and make sure nothing falls through the cracks, we provide you with an overview of where your customers are in the collection process and more specifically which ones are paused.
We’ve thus added new filtering options where you can:
- Simply be able to list out which customers have been paused in order to sit down with your team and do a portfolio review, or @ mention them in the timeline to challenge the pause status.
- Have some visibility of the total outstanding paused
Let us know if you have any feedback!