Applying collection steps/Debt collection steps to a group
After creating a collection step or a debt collection step, you can assign it to a selected group. From that moment on, collection messages will be automatically sent to all participants in that group with outstanding debt.
To apply collection steps or a debt collection step to a group, select them when:
- creating a new group, or
- editing an existing group.
This ensures that the collection process runs automatically and according to the previously defined schedule.
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