New Accounts

Overview

The New Accounts list displays recently assigned accounts that have not yet been worked. This list helps collectors focus on fresh assignments and ensures new accounts receive timely attention.

Purpose

The New Accounts list:

• Shows only newly assigned accounts
• Prioritizes fresh inventory
• Tracks unworked accounts
• Helps with initial contact attempts

Accessing New Accounts

Navigation

• Click the New Accounts tab in the top navigation
• Shows count of new accounts (e.g., "New Accounts (42)")
• Updates as accounts are worked

What Makes an Account "New"

Accounts appear in this list when:

• Recently imported or assigned
• Never contacted or worked
• No notes or activity recorded
• Status indicates new assignment

List Display

Standard View

The New Accounts list shows:

• Only unworked accounts
• Most recent assignments first
• Same column layout as other lists
• Visual indicators for priority

Information Shown

• File number and account details
• Assignment date
• Original balance
• Debtor information
• Client and portfolio

Working New Accounts

First Contact

When working a new account:

1. Review all available information
2. Check for phone numbers
3. Verify addresses
4. Note any special instructions

Initial Actions

Common first steps:

• Attempt first phone contact
• Send initial letter if configured
• Review account documentation
• Check for skip trace needs

Moving from New Status

Accounts leave the New Accounts list when:

• First contact attempt made
• Note added to account
• Status changed from new
• Work date set

Search and Filter

Finding Specific Accounts

Within New Accounts:

• Use search functionality
• Filter by portfolio
• Sort by various fields
• Group by assignment date

Bulk Selection

• Select multiple accounts
• Apply bulk actions
• Assign to specific collectors
• Set work dates in bulk

Workflow Integration

Daily Routine

New Accounts typically worked:

• At start of shift
• After completing callbacks
• During designated new account time
• As part of daily quotas

Priority Order

Consider working new accounts by:

• Balance (highest first)
• Age of debt
• Client priority
• Geographic location

Features and Functions

Quick Actions

From the list view:

• Click to open account
• Add quick notes
• Set work dates
• Change status

Bulk Operations

• Select all new accounts
• Assign to team members
• Export new account list
• Print account details

List Management

Refresh Behavior

• Auto-updates with new imports
• Shows real-time changes
• Removes worked accounts
• Maintains sort order

Performance

For large new account batches:

• Use pagination controls
• Filter by date range
• Work in smaller groups
• Track completion progress

Assignment Rules

Automatic Assignment

New accounts may be:

• Auto-assigned by rules
• Distributed by balance
• Assigned by portfolio
• Rotated among team

Manual Assignment

Supervisors can:

• Reassign accounts
• Balance workloads
• Handle special requests
• Override auto-assignment

Tracking Progress

Metrics

Monitor new account performance:

• Contact rate
• Time to first attempt
• Conversion rate
• Average handle time

Reporting

Track new account activity:

• Daily new assignments
• Accounts worked vs. pending
• First call effectiveness
• Right party contacts

Best Practices

Timely Contact

• Work new accounts promptly
• Make multiple attempts
• Use all available numbers
• Document all efforts

Information Gathering

• Verify debtor details
• Update contact information
• Note employment status
• Record best times to call

Setting Expectations

• Understand account history
• Review client requirements
• Note special handling
• Plan follow-up strategy

Common Scenarios

High Volume Days

When many new accounts arrive:

• Prioritize by value
• Work systematically
• Track progress
• Request help if needed

Limited Information

For accounts with minimal data:

• Run skip trace
• Check for references
• Search public records
• Document missing info

Special Instructions

Some new accounts may have:

• Specific contact requirements
• Do not call flags
• Legal considerations
• Client preferences

Troubleshooting

Not seeing new accounts:

• Check filter settings
• Verify assignments
• Refresh the list
• Contact supervisor

Accounts not leaving list:

• Ensure activity recorded
• Check status updates
• Verify work completed
• Clear cache and retry

Assignment issues:

• Verify permissions
• Check assignment rules
• Review workload settings
• Contact support

Tips for Success

Efficiency

• Develop a routine
• Use keyboard shortcuts
• Batch similar accounts
• Track your metrics

Quality

• Thorough first attempt
• Complete documentation
• Professional approach
• Follow procedures

Organization

• Clear new accounts daily
• Maintain zero backlog
• Track difficult accounts
• Plan follow-up actions

Related Topics

• All Accounts - Complete inventory
• Work By - Date-based priorities
• First Call Scripts - Initial contact guides
• Skips - Finding contact info