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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.

Noservicearea- There is always possibilities that records remain Unassigned even after following the procedure of Uploading, mapping, alloaction of the records to useS and manually allocation of records. So for such record there is seperate entity where the records which don't have any pincode and records which have been moved from other pages to here are listed down here.

Adim has the full control over these records to transfer them on wroking enviroment as he can manually generate the pincode and assign the activated or working collector under that pincode. This will automatically create a chain adn the records will be assign to user in the collectors chain. This page features these below functionality-:

  • Filters.
  • Assigning pincodes.
  • Moving record to Unassign page
  • Deleting records.

Documentation Images

  • Images Filters

    Filters

  • Images Assigning Pincode

    Assigning Pincode

  • Images Moving Records To Unassign

    Moving Records To Unassign

Nothing bad to say about this product, we have been a customer for three years now and there have been very few outages which is more than I can say for any other CRM platform. Very happy customer here.

Mr. Jeevan, Proprietor , CashGuard Enterprises
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