Customize the Prebuilt Flow Template to Send a Reminder to Borrower with Payment
Link
Create a flow by using the Send Reminder with Payment Link flow template to send an
email to the borrower with the payment link.
Required Editions
| User Permissions Needed |
| To create and customize a flow by using the prebuilt flow template: |
Collections and Recovery Admin permission set
AND
Customize Application
permission
AND
Manage Flow permission
AND
Run Flows
permission
|
-
From Setup, in the Quick Find box, enter Flows, and then select
Flows.
-
Click Collections: Send Reminder with Payment Link.
-
Click Save as New Version.
-
Customize the flow according to your business needs.
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Save your changes and activate the flow.