Flowchart of the collection management function of the CRM system
2024-10-31 09:53:49 0 Report
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This flowchart illustrates the collection management function of a CRM system, detailing the process of managing contract payments and receivables. It begins with the initial step of entering a contract and progresses through various stages such as checking deposit announcements, updating contract payment progress, and monitoring contract execution. The flowchart also addresses the conditions for contract payment, notifying customers for fee payments, and managing bank transfers. Key roles involved include sales and accounting, ensuring seamless integration from contract initiation to claim receipt. This structured approach enhances efficiency in the CRM system's collection management function.
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Outline/Content
customer
No
Check the deposit announcement
Automatically update contract payment progress
Whether the contract payment conditions are met
Check the progress of the contract
Yes
Middle-tier
Notify customers to pay the fee
Update contract execution progress
Receivables Management Function Flowchart
Accounting
Claim receipt to contract
Sales
Enter the contract
End
Bank transfer
Start
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