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Smart Codes: Understanding, setup and training.

  • What is a Smart Code
    • It is an Action. It is the collector telling
    the system what just occurred.
    • They allow the agents to make the same
    decision that the manager or owner would
    make if THEY were working the account.
    • They will help you in stopping the
    overworking and under working of
    accounts.
    • They are totally user defined.
    • They can behave differently based on
    clients, collectors, Acats (type of
    accounts), whether they are in a Contact
    Series or not.
    • They can make decisions today based
    on what you may find in the future.

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