Course curriculum

  • 1

    Welcome to Collect | Getting Started

    • Welcome to CreditorWatch Collect

    • Updating your details

  • 2

    App fluency

    • General settings, Reminders, Users, Billing, and Integrations

    • Settings quiz

    • Dashboard

    • Dashboard quiz

    • Accounts and Schedule

    • Accounts and schedule quiz

    • Insights

    • Collect

    • Collect quiz

    • Contacts

    • Contacts quiz

    • App fluency survey
  • 3

    Workflows

    • What is a Workflow

    • Smart vs. Regular

    • Workflows - Essentials set-up

    • Considerations when writing reminders

    • How to add a new workflow & Add Reminders

    • Recommendations for users

    • Workflow survey