Progress: 10 of 30 Days

Day 10 Feature: Dispute Rounds

Today you'll learn how dispute rounds are managed inside CDM.

You'll see how dispute rounds are assigned, tracked, and updated throughout the dispute process.

Why This Matters

A successful dispute process follows a structured sequence of actions and follow-ups.

Dispute rounds help you stay organized by tracking where each dispute stands and what actions have already been completed.

This video will walk you through assigning dispute rounds, tracking round status, and managing dispute progress throughout the customer journey.

Step 1:

Review Existing Dispute Rounds

Open a customer file and review any dispute rounds associated with the customer's dispute activity.

Take note of how rounds are displayed throughout the system.

Step 2:

Explore Round Assignment

Review how dispute rounds are assigned when disputes move through the workflow and are prepared for Bulk Print.

Pay attention to where round information appears during the process.

Step 3:

Track Round Status

Navigate through the areas of CDM that display dispute round information.

Review how you can monitor dispute progress and identify the current round for a customer.

Understand how CDM guides the dispute process from start to finish using dispute rounds.

If you'd like additional guidance on dispute rounds, review the training video or join one of our live group training sessions.

We're here to help you succeed.