CreditorWatch Collect training and certification

Everything you need to become confident with CreditorWatch Collect software and make debtor management easy.

Course overview

The course is typically finished over 2 weeks;

  • Week 1 includes app fluency and workflow certification.
  • Week 2 includes Call Console certification and Secrets to Calling Success

You can complete the course in less than 2 weeks if you prefer.

The learning is done entirely online, however we do offer additional one-on-one training sessions on request.

After you have completed the modules there will is a short feedback questionnaire to complete and then you’re ready to conquer the world of AR!

Learning outcomes

  • You will be introduced to the CreditorWatch Collect app and will be guided step-by-step through the various features of the software.
  • You will receive a comprehensive guide to workflows in CreditorWatch Collect and will be given advice on how to best tailor them to different clients.
  • You will be introduced to the Call Console in further detail and will be provided with knowledge of the various attributes of the Call Console.
  • You will receive information pertaining to the psychology of calling and a first-hand guide from CreditorWatch Collect Accounts Receivable Specialists on how to make successful calls.

Week 1

App fluency

  • General settings
  • Reminder settings
  • Billing
  • Integrations

  • About collect
  • Terms and conditions
  • Moving accounts to collect
Dashboard overview

  • Aging graph
  • Debtor days
  • Overdue ratio
  • Activity feed

  • Muting contacts
  • Setting default workflows
Accounts view and schedule

  • Navigating tabs
  • Filtering contacts
  • Account changes
  • Viewing scheduled reminders
  • Sending scheduled reminders
Workflow certification
Call queue

  • Overview
  • Using filters

Week 2

Call Console certification
Call queue

  • Overview
  • Using filters
Secrets to calling success
Before you call

  • Overview
  • Using filters
Training and certification | Course outline Matt was last modified: June 17th, 2021 by matt
CreditorWatch Collect