Process telephone lists in Collections

Use the telephone list to begin two-way conversations with account contacts to clarify misunderstandings, identify reasons for non-payment, and negotiate commitments. Calls are grouped according to your organization’s settings - for example, you might have a category for first-time calls or one for broken promises.

Steps

1. Select Worksheet and then select a row or rows from the Telephone lists panel.
2. Select a single list to view its unprocessed items or select several lists and then select View selected telephone lists.
3. Select Process to expand an item in the unprocessed queue or select the blue triangle in the Company column. The call processing page opens. See Use the Call Processing Page for a full description of each panel.
4. Prepare for the call by reviewing each panel on the call processing page.
5. Select Process phone call to save your work.

Related Articles

• Worksheet Overview
• Use the Call Processing Page
• Configure Agentic VOIP
• Process Workspace and Payment Plan Lists
• Create or Edit Tasks
• Review Tracking and Task Lists
• Refresh Worksheet Data

Need Help?

If telephone list items are not appearing after selecting View selected telephone lists, confirm that the correct lists are selected and that the most recent import completed successfully. Contact the Billtrust Support team for further assistance.