I am excited to announce a new feature in the Call Centre Dashboard that will streamline the process of managing Post Sanction Documents Checks. This feature has been designed to enhance collaboration between the Sales and Operations teams, ensuring a more efficient and transparent workflow.
Please refer to this training video on how to use it:
What’s New?
'Checks' Tab in the Call Centre Dashboard Displays a list of Post Sanction Documents that need to be collected for every case Quick identification of pending tasks, improving document collection visibility for sales users Sales Team Document Upload Sales users can now upload Post Sanction Documents directly from the Smartdash system No need for external tools—everything is centralized for ease of use Operations Team Verification Uploaded documents will be visible to the Operations team for verification If a document is incorrect, the Operations team can: Mark the document as Incorrect Add detailed comments explaining the reason for rejection Red Highlights: Rejected items are shown in red for quick identification Reason for Rejection: Sales users can see the rejection reason directly in the Call Centre Dashboard Re-upload Capability: Sales users can correct the issue by re-uploading the appropriate document Benefits for Sales Users
Improved Tracking: Easily view and manage all pending documents in one place Transparency: Understand reasons for document rejection immediately Faster Resolution: Quickly address rejections by re-uploading the correct documents, ensuring cases move forward without delays Benefits for Operations Team
Seamless Verification: Access and validate uploaded documents directly from the system Clear Communication: Provide feedback on incorrect documents with specific comments, reducing back-and-forth I have created a video for the same. Please refer to it to see how you can use this feature and improve your daily workflows
