Customer Lifecycle — from On Track to Lost
Understand how a customer automatically transitions from On Track → Overdue → Stopped → In Settlement → Lost, and how to manage each transition.
Understand how a customer automatically transitions from On Track → Overdue → Stopped → In Settlement → Lost, and how to manage each transition.
Detailed explanation of the 8 customer statuses: Inactive, On Track, Overdue, Paid, Stopped, In Settlement, Lost, and Legal.
The 7 template categories explained: before due, overdue (early, medium, late), final, thank you, and settlement offer.