Contact Plan For New Accounts

This document steps through creating a contact plan to be run when new accounts are entered into your system. It is a good idea to try each step manually so that you are very sure of the steps the contact plan is automating.

The steps are:

1. Set Debtor Status to NEW

2. Assign Account to HSE Operator

3. Assign Sales Operator SAL to Account

4. Schedule a Review

5. Run the NEW contact plan on a new account

Accessing The Contact Plan And Event Forms

1. To create a contact plan, please select System from the top menu bar and then select Contact Management Settings from the drop-down choices. This will display a submenu.

2. Select Contact Plans, View from the submenu choices and the list of contact plans will be displayed.

3. Select the NEW button to display a blank Contact Plan form.

4. Give your plan a Code and a Description:

Code: NEW
Description: New Business

5. Click into the Event subform and say YES to open a blank Event form.

Setting Status To New

To create an event to set the Debtor Status on the new account:

1. Select the down arrow next to the field labeled Type and use your down arrow to scroll down to the STATUS choice. Press ENTER to select it.

2. Select the down arrow next to the field labeled Description and use your down arrow to scroll down to the NEW choice. Press ENTER to select it.

These are the only settings we need to make to set the Debtor Status to NEW. The resulting event should look like the screen shot below.

Event to set Status to NEW

Assigning Account To Hse Operator

To create an event to assign the account to operator HSE:

1. Press F3 to open another blank Event form.

2. Select the down arrow next to the field labeled Type and use your down arrow to scroll down to the OPERATOR choice. Press ENTER to select it.

3. Select the choice labeled Assign to specific operator so that a dot appears in the radio button. This will display an additional field labeled Operator,

4. Select the down arrow next to the field labeled Operator and use your down arrow to scroll down to the HSE choice. Press ENTER to select it.

5. In the Description field type in "Assign Account To Operator."

These are the only settings we need to make to assign the account to the HSE operator. The resulting event should look like the screen shot below.

Event to Assign Account to HSE Operator

This strategy assumes that all new accounts in your system will be assigned to a House account before being distributed among your collectors to work. You can assign the accounts to any operator that you want.

Assigning Sales Operator To Account

To create an event to assign a Sales Operator:

1. Press F3 to open another blank Event form.

2. Select the down arrow next to the field labeled Type and use your down arrow to scroll down to the SALES choice. Press ENTER to select it.

3. Select the choice labeled Assign to specific operator so that a dot appears in the radio button. This will display an additional field labeled Operator.

4. Select the down arrow next to the field labeled Operator and use your down arrow to scroll down to the SAL choice. Press ENTER to select it.

5. In the Description field type in "Assign Sales Operator To Account."

These are the only settings we need to make to assign the SAL operator to the account. The resulting event should look like the screen shot below.

Event to Assign Sales Operator to Account

Scheduling A Review

To create an event to schedule a review:

1. Press F3 to open another blank Event form.

2. Select the down arrow next to the field labeled Type and use your down arrow to scroll down to the REVIEW choice. Press ENTER to select it.

3. Select the choice labeled Assign to specific operator so that a dot appears in the radio button. This will display an additional field labeled Operator.

4. Select the down arrow next to the field labeled Operator and use your down arrow to scroll down to the CMG choice. Press ENTER to select it.

5. In the field labeled Priority type in 30.

6. In the Description field, type in the text "Review New Account."

These are the only settings we need to make to schedule a review for the CMG operator. The resulting event should look like the screen shot below.

Event to Schedule a Review

This strategy assumes that the Collection Manager is going to review all new accounts before assigning them to individual collectors to work. You can schedule this review for any operator you want.

Select OK to close the Event form. The Contact Plan form now has all your events in it.

NEW Contact Plan and Events

Select OK to close the Contact Plan form and select OK again to close the list of contact plans.

Run The New Plan On A New Account

Enter a new account in Collect! and type NEW in the Action field to the right of the Summary field to run the plan.

Action field with NEW Contact Plan

You should notice some activity and then the Operator, Sales and Status fields should show the correct operator IDs and Status code. View the list of contacts and you should see a Review.

Review scheduled by Contact Plan

If you wish to run this plan automatically whenever you enter a new account, this may be set in the Client Settings. Please refer to help on Client Settings in the section entitled "Contact Plan For New Accounts" for more information.