Progress: 14 of 30 Days
Day 14 Feature: Dispute Tracking
Today you'll learn how to track dispute activity and monitor progress inside CDM.
Understanding where to find dispute history and results will help you stay organized as you manage customer files.
Why This Matters
Creating dispute letters is only part of the process.
A successful credit repair business needs a system for tracking what was sent, when it was sent, and what results are returned. Staying organized helps ensure timely follow-ups and allows you to clearly monitor client progress.
Where to Click
This training will show you how to use the Tracking feature inside the Dispute Manager and monitor dispute activity throughout the customer journey.
What To Do Inside CDM
Step 1:
Open the Tracking Section
Navigate to the Dispute Manager and locate the Tracking section.
Review how dispute activity is organized and displayed within the system.
Step 2:
Monitor Dispute Status
Review the available tracking details and learn how to identify dispute history, follow-up activity, and results.
Become familiar with where you will monitor customer progress throughout the dispute process.
Step 3:
Review Archived Disputes
Explore previously created dispute letters and review how they appear once they have been archived.
Take note of the information available for tracking dispute activity and progress.
Your Goal Today
View how your dispute appears in the Tracking section so you can begin monitoring dispute activity, results, and archive completed rounds.
Need Help?
If you need help understanding dispute tracking, follow-up notifications, or results reporting, attend a live training session or visit the Help Center for a step-by-step walkthrough.
We're here to help you succeed.
Go to Next Action — Day 15: Providing Client Portal Access ➡️
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