How to create a Smart Workflow
Smart Workflows may be included in your plan. If not, contact us to get access –this may change your subscription cost.
First, log in to CreditorWatch Collect, click the ‘Workflows’ tab, then;
1. In the left menu, click "Workflows", then
2. Under the "Smart" section, click "Add", then
3. Choose a pre-written workflow template, or start with a blank template, then
4. Click "Next, edit your reminders" at the top right to customise your reminders.
5. Edit your reminder content and timing
6. Click "Add reminder" to add additional reminders (email, SMS, or phone calls) to your workflow to give you the best chance of getting hold of your debtors.
Once you are happy with your workflow set up, you can set it as the default workflow so it it used for all future invoices.