Create new Collection Plan

You can create as many Collection Plans as you desire and add as many actions as you wish. You can also customize the frequency, tone of the texts, include additional recipients and choose if you make your plan as default or assign it to a specific customer.

To create a new plan, watch this tutorial:

Note: There can only be one default plan; therefore, if you create a new plan and make it default all the customers assigned to any previous default plan will automatically be reassigned to the newly created default plan.  

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