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Collections

Training Program for Collections Agents

Organizing the data from the excel sheet

1. Open the exported file in google sheets or excel

 

2. Create a separate sheet titles leases

 

 

3. Sort the product column from A to Z choose the sort sheet A to Z option

 

4. Move the rows with hardware in the product name to another sheet. Copy and paste those entire rows to the lease sheet. These are unpaid leases

 

 

5. You can delete any subscriptions that have Styku Care from the list




6. You should now have two sheets with the unpaid customers. This will be your subscription call list