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  • About Pricing?
    Pricing is dependent on whether or not you require legal functionality. Contact us for an assessment of your requirements.

  • About Features?
    Debtpack is rich in functionality catering for pre-legal activities, as well as legal collections. See features of Debtpack.

  • About Credit Policies?
    We can help you define your credit policy and translate it into practical steps. Contact us for help with your credit policy.

Search our FAQs

Question

How do I manage staff?


Answer

Allocate, follow-up, escalate:

  1. Allocation of accounts to users, are vital in managing staff performance.  In Debtpack user allocation is done via scheduled business rules. 
  2. Once accounts have been allocated, all actions performed by the user are recording against their name.
  3. The calendar provides each user with a summarized to-do list, indicating work due today as well as overdue work.
  4. Each manager has access to each individual staff members work and can monitor daily progress.
  5. Boundaries are set around the time allowed to perform each task, which in turn enables scheduled business rules to escalate incomplete tasks to the manager via email or pre-defined reporting.