Getting Started With Client Dispute Manager Software
This article walks you through the 8-Step Setup process in Client Dispute Manager. Each step includes a training video that shows you how to configure key screens and features inside the software. Completing these steps helps ensure your system is set up correctly and ready for daily use.
The setup process is designed to be completed in order. Whether you are just getting started or reviewing your configuration, these videos provide a clear walkthrough of each section.
Step 1: Company Settings
In this step, you’ll set up your company information inside Client Dispute Manager. The video shows where to enter your business details, contact information, company logo, and brand color. This ensures your business information is used consistently across the system.
In this step, you’ll learn how to configure email settings. The video walks through email templates, sender information, and how emails are used for communication and notifications. This ensures messages sent from the system are clear and professional.
This step outlines the process for setting up your digital contracts. The training video shows you how to add, manage, and customize your agreements so they are ready to be used during client sign-up. Proper contract setup helps keep your onboarding process consistent.
This step focuses on getting a Credit Monitoring Affiliate Link. The video shows how to sign up to become an affiliate with a Credit Monitoring Company, why it is important to get an affiliate link, and where to add your affiliate link inside the software.
In this step, you’ll learn about what you need for you to use the Billing Features. The training video explains how to connect your payment gateway into the software to be able to use the billing features and where to find the list of Mechant Providers if you need help getting a Merchant Account.
This step focuses on setting up Letterstream for the Print Automation. The video shows how to setup and connect your Letterstream account, How to Connect it to the software for you to send your dispute letter directly to Lettterstream.
This step focuses on setting up Client Auto Signup. The video shows how to configure automated sign-up options so clients can enter the system without manual steps. This helps streamline onboarding and reduces follow-up work.
This step focuses on how to get Support. The video shows how to reach out to Support and the different channels on where you can get Support if you have questions or you need training on the Client Dispute Manager Software
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