Progress: 20 of 30 Days
Day 20 Feature: Check New Updates
Today you'll learn how to use the Check New Updates feature inside CDM.
This feature helps you compare a customer's latest credit report against previous reports so you can quickly identify changes and track dispute progress.
Why This Matters
Business owners need a faster way to compare changes between reports.
Instead of manually reviewing multiple credit reports, Check New Updates helps you identify what's changed so you can focus on the items that need attention.
Where to Click
This training will show you how to use the Check New Updates feature to import a customer's latest credit report and compare it against previous report data.
You'll learn how to identify deleted items, updated accounts, and changes that may require follow-up action.
What To Do Inside CDM
Step 1:
Open the Check New Updates Feature
Navigate to the Check New Updates section within the customer's file.
Review where report comparison tools are located and how the feature is accessed.
Step 2:
Review Report Changes
Explore how the system compares the newest credit report against previous report data.
Review the areas that display deleted items, updated information, and accounts that remain unchanged.
Step 3:
Understand Follow-Up Opportunities
Review how the comparison results can be used to evaluate dispute progress and determine what may require additional follow-up.
Become familiar with the workflow before using the feature with active customers.
Your Goal Today
Understand how report comparison can save time.
Need Help?
If you need assistance using the Check New Updates feature, contact our Support Team for guidance.
We're here to help you succeed.
Go to Next Action — Day 21: Understand the Results Dashboard ➡️
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