Log emails to CRM and create 15-day reminders
Log emails to CRM and create 15-day reminders
When payment reminder emails land untracked, collection actions stall and audit trails fragment. Log each message as a CRM engagement and schedule follow-ups so cases are actioned within 15 days.
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Overview
Stop losing collection context in inboxes and keep your project and billing work auditable. Capture inbound payment-related emails as CRM engagements and queue 15-day follow-ups so project managers and billing staff act before escalation.