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Recommendations
Recommendations
Jonathan Gélineau (me)
0 / 1 actions completed
· 0.00 CAD processed
0%
All
1
Critical
1
Moderate
0
Low
0
All
Later
0
Ballard-Ramirez
Critical
0/3
Steps
TOTAL DUE
400.00 CAD
CURRENT
--
1-30D
--
31-60D
--
61-90D
--
91+D
400.00 CAD
3 required steps
— Critical account
1
Send a collection reminder
Prepare
2
Add a phone call note
Call your client and fill in a phone note
Write
3
Case summary
Summarize the account situation
Write
Remind me later
Complete the 3 steps to continue