Hub - Workflows

Building and maintaining FinView workflows is easy when you know how. Follow these articles to learn how to create, modify and launch workflows within a few simple steps.

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How to activate a workflow in your customer settings

After adding a workflow to your customer account in FinView, you must activate it to set it into action.

How to Create a New Workflow from a Customer Account in FinView

Creating a new customer-tailored workflow directly from the customer account in FinView is simple.

How to Create a Customer-Specific Workflow in FinView

In FinView, users can create a customer-specific workflow by either building one directly in the customer account or copying an existing generic workflow.

Creating a Workflow in FinView: Step-by-Step Guide

In FinView, create and manage workflows effortlessly to handle customer cases effectively.

Leveraging Sub Flows for Optimal Collection Strategies in FinView

Understanding the Different Types of Workflows in FinView

FinView's powerful workflow engine facilitates systematic and automated case management, offering flexibility in customer communication strategies.

An Overview of FinView Workflow Nodes

In FinView, workflows comprise nodes representing different collection actions. These nodes cover various channels, offering flexibility for tailored workflows.

What are workflows?

In debt collection and account receivables, an efficient process is crucial. FinView Workflows orchestrate collection strategies through automated steps, ensuring structure and efficiency.