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To assign accounts based on a higher balance, you have two options:

1) If you use the Tools > Bulk Account Manager screen to search for a list of accounts, the headers on the top (Account #, Name, Client, Collector, Current Status, Legal Standing, and Balance) can be sorted by Balance (either in the filters or by clicking the header labeled “Balance” after results generate). You can then assign specific high balance accounts to one collector.

2) Alternatively, if you use the Tools > Bulk Account Distributor screen, you can check the “Distribute using balance” checkbox to distribute accounts with the largest balance first.

 

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.