Account Workflow Actions for Primary Agent
Left click a pill here to identify the manual actions taken by an agent that will stamp them as the Primary Agent on an account.
- Notate Account ->Any action taken in the Notate Account Session using the "Apply" button or "Send to Worklist" using the "Send" button
- Letter Sent
- Phone In/Out -> Specifically an Inbound or Outbound Phone call entry
- Phone RPC -> Specifically a Right Party Contact call entry
- Payment
- Promise -> A single Promised Payment is taken -OR- A Promise Payment Plan is scheduled
- Set Next Work Date
- Status Code Change
- Demographic Change
- Account Save (includes using "Apply" to save an account)
Please Note:
To ensure the agent actively working an account is Primary Agent for a specific period of time and is credited with commission use this feature in conjunction with
the Agent Goal -> Primary Agent Day Limit setting for the Agents ACE User
commission settings at the User level, and keep in mind that the actions identified here will not change or stamp a new Primary Agent unless there is no Primary Agent identified for the account or the Primary Agent Day limit has expired.
Do not select a pill in this section if you do not want an agent taking that action to potentially be stamped as Primary Agent.