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Collbox is currently available only for Indian businesses

Restricted Area. Exclusively for Subscribers.

Allocations

After uploading the excel the allocations are done accordingly adn records get divided into 4 parts-:

  • Unassign.
  • Auto-Assign.
  • Approved.
  • Noservicearea.

Auto-Assign-All those records from the uploaded excel which has been auto-assigned means the record which has matched the working enviroment of any particular users chain flow are listed here. Here every users in the work chain is automatically assigned the records. Users including the Teamleader, SUpervisor,Telecaller and Feildcollector.As allocations are already made so there will be no need to assign any user from here. Still if the user wants to change the assigned users then they can easity manage by selecting the feildcollecotor from the list and it will automatically create new chain according to selected Feildcollector. All available records on this page need is be approve manually so taht it will make the selected records online and ready to work for the telecaller and collector. After approving the record the records started to get visible on AGENCY ALLOCATIONS acitive. This page features these below functionality-:

  • Assigning records to users if needed.
  • Assigning and approving records to users.
  • Deleting the records.
  • Transferring records to noservicearea.

Documentation Images

  • Images FIlters

    FIlters

  • Images Actions

    Actions

  • Images Reassigning

    Reassigning

We have utilized several different collection software. They all give the same promise but never deliver. We started with Collbox back in 2018. We were unsure if we would be satisfied with the service but figured why not give it a shot. CollBox is by far the BEST collection software hands down. Tech support listens to your issues and they make changes to the system to help YOUR business run smoother. They are always available to answer any technical questions and if it's after hours, their self-help guides are very detailed with screenshots and step by step instructions. We recommend CollBox to all our colleagues. Your search for a collection software should stop here. Look no further CollBox has what you need.

Shubham Chandra, Proprietor , Chandra Collections
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