As a collections specialist, view all the essential information related to a collection
plan on a collection plan record details page, in the Collections console app. Get a comprehensive
view of a collection plan record details to make informed decisions on each account and prioritize
the collection efforts accordingly.
Required Editions
| User Permissions Needed |
| To access Collections console app, and view the object record details page: |
Collections and Recovery Specialist |
On the home page, collections specialists can view:
- Performance summary of their collection activities
- List of collection plans assigned to them
- Actionable lists of collection plans assigned to them
Additionally, collections specialists can also view these details on a collection plan record
details page.
- Associated account and contact details, collection plan summary, actions, loan and
additional borrower details if any, promise to pay details, cashflow summary, collection plan
items, history, and notes and attachments.
- Collection-related activities on the timeline to understand the context better and the
chronological sequence of collections events
- The action launcher component to launch actions, such as Create Promise to Pay, Generate and
Send Payment Link, and so on.
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To view the collection plans assigned to the collections specialists, from the App
Launcher, find and select Collections.
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To view a collection plan record details page, from the collection plans section, click a
collection plan.
