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Kuhlekt – Using the system
Let the system work for you that is where the power in Kuhlekt lies, manage collections, notes and emails ensuring that you manage the daily activities and then start working on the suggested call list and you will have completed 100% of all required communications.
The heart of the system is in reviewing and updating the data for an account. You navigate to an account by either.
- Using ‘Search’ to find an account,
- or, drilling down to an account via the ‘Dashboard’,
- or, drilling down to an account via the ‘Aged Trial Balance’
- or, drilling down to an account via the ‘To-do’ lists“,
- or, drilling down to an account via other reports