July 2019 Newsletter

Read blog posts, industry news articles, and updates about Inline CRM for VSC Sales Fulfillment.

July 2019 Newsletter Inline CRM

1 July 2019 Justin Wilkerson Comments Off on July 2019 Newsletter Uncategorized

Inline CRM Feature Highlight

Delinquent Queue

There’s no need to download reports from the finance company to have your team following up on delinquent policies.  We can build a queue that will automatically fill every day with new delinquent policies and remove policies that have caught up on their payments!

    • Flexible queue set-up.
    • Easily add/remove users from the queue.
    • Assign policies automatically based on round robin, or tiered assignment. Or let your users grab records via the retrieval method
    • Color-coding to help users manage their workflow.

Email our support team support@inlinedatasystems.com to get your delinquent queue set-up today!

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