Add and Manage Customers
Create customer profiles, understand statuses, and manage the lifecycle of each account.
Create customer profiles, understand statuses, and manage the lifecycle of each account.
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.