A day as manager, owner or administrator

1. Morning
   The dashboard

   My work: owed, overdue, 90+ days, days sales outstanding, collected this month, over limit, on hold, releases waiting, sales, the pipeline, tickets at risk (My work, the CRM dashboard).

2. Weekly
   Collection performance

   The Collections figures for the period: collection effectiveness, days sales outstanding and the best possible, days delinquent, past due, promises kept (Collection figures).

3. Daily, if you want it
   Run automation

   CRM settings > Run automation now runs the dispute, renewal and recovery timers and the ticket scan, which the nightly run does not do (The nightly run and the run-now buttons).

4. When staff change
   Permissions

   Give roles the CRM menus and permissions; give credit approvers the credit approval permission, and keep at least two approvers (Who can use which CRM screen).

5. When policy changes
   Settings

   Collections automation, Stop credit-blocked sales on save (credit approvers only), release validity, response times, notifications, pipelines (CRM settings and what each one does).

Before you start

• Read My work for the company's receivables, credit, sales and service (My work, the CRM dashboard).
• Choose the period on Collections and read the collection figures (Collection figures).
• At least two people hold the credit approval permission (Who can use which CRM screen).

End of the day

• If you want the dispute, renewal and recovery timers and the ticket scan to run today, press Run automation now: the nightly run does not do them (The nightly run and the run-now buttons).
• Stop credit-blocked sales on save is still on, unless you chose to switch credit enforcement off for the whole company (CRM settings and what each one does).
• Staff who joined or changed role have the CRM menus and permissions they need (Who can use which CRM screen, The CRM menu or a CRM screen is missing).

Common questions