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Accounts that are Omitted from the Account Processing Special Transfers Feature

 

  •  Accounts in a contact series that is not set up with a "Y" in the “include in account processing” option 
  •  Accounts already worked today 
  •  Accounts with a payment arrangement or post dated check 
  •  Accounts in a smart code series that is not set up with a "Y" in the “include in account Processing”  option 
  •  Accounts with “omit from dialer” QCat 
  •  Accounts with future follow up or promise date

 

 

Keywords - Kbase Account Processing

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  1. Kailer@key2recovery.com

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