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Process of uploading new records is very simple and it depends on the zipcodes available in the uplodaing excel and also the areas available in the uploading excel.To instruct users who are new to this software we have created the sample uploading excel where user can know what should be the format of the excel which they will be uplaoding. COLLBOX also gives a unique mapping functionality where uploaded excel can be easily mapped and uploaded. Before completing the mapping procedure a portofolio should be assign because the allocation of the records to users are done according to the users working on the selected portfolio. As the records from the excel is matches the enviroment of the selected portfolio then the software find the appropriate users and allocate the records accordingly.
The complete procedure of allocation is divided into 4 parts:-
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.
Getting real-time agency bucket wise resolution status is just a click away.
You can get an operator started in less than four hours including your field force too
Packed with features. Automate from getting trails to claim paid / Reconciliation.
Easily integrate with IP pbx and call your customers right from CAMS with a click.
Forecasting monthly target as per the buckets or portfolio is easy to manage and track.
Complete user friendly UI and seriously no excel training needed to your people.
Security and control features as per user and portfolio levels to ensure proper allocation.
Dial right from the CAMS screen, converting the time lost in manual dials and misdials.
Field collector tracking / allocation & visit feedback from mobile application for faster results.
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