If you selected Call as part of your Communication Workflow, you will receive an email from ezyCollect with a list of customers to call, based on your follow-up setup. This feature helps you stay on top of your customer list, ensuring timely calls and preventing any clients from slipping through the cracks.
ezyCollect will send you a user email notification of the Calls that need to be completed.
Guideline for Logging and Following Up on Calls in ezyCollect
Option 1: Quick Access from Email
Open the email notification and click on the "View Details" link.
If logged into your ezyCollect account, this will take you directly to your Tasks page.
Option 2: Access via ezyCollect Account
Log in to your ezyCollect account.
Navigate to the "Your Tasks" section in the left-hand menu.
Locate the client in your "Calls to be made" list.
4. Initiate the call by clicking the phone icon next to the customer's name. This will open a notepad for you to record details.
5. Log call details in the notepad by typing in the purpose or outcome of the call, then click "Save."
Sending a Call Confirmation Email (if enabled)
After saving the call details, the system will open a "Call Confirmation Email Template."
Review and customize the email content to recap the discussion.
Click "Send" to confirm and send the email.
The email will automatically be saved in the customer’s communication history for future reference.
Related Webinar: How to make more effective collection calls