Tasks and Actions

Step-by-step guides for common agent workflows in ConcordLink.

The following sections cover the most common tasks and actions performed by agents in ConcordLink. Use these pages to quickly locate step-by-step instructions and best practices across key workflows.

Section	What you'll find
Customer Service Tasks	Assisting customers, editing accounts, resolving login issues, and processing requests.
Navigation, Setup, and Administrative Tasks	System navigation, search, notes, logs, audit history, and portal settings.
Payment Tasks	Processing payments, handling billing, payoff questions, and updating payment methods.
Statements and Documents Tasks	Managing customer documents, statements, and correspondence.
Collection Tasks	Handling escalations, collections activities, status changes, and follow-ups.
Reporting Tasks	Accessing and generating reports, exporting data, and using TrueBI.

Select any section above to view detailed step-by-step instructions for that workflow.