Send payment plan reminder and create follow-up task
Send payment plan reminder and create follow-up task
You see abandoned payment plan starts without contact details, delaying collections and leaving balances unpaid. It notifies tenants and logs CRM notes so agents can call within one hour.
Overview
Abandoned payment plan starts can quietly become unpaid balances; this workflow contacts the tenant, logs outreach in CRM, and alerts agents to act. Agents get a clear one-hour follow-up task and a CRM comment so calls happen quickly and cases progress.