Software Training: Quick Tips
NEW DisputeSuite Software Features
- CRM Upgrades: Overview! (4.3.2017)
- Quick Send SMS from inside the Contact Record
- New Pending Payments View in Billing Dashboard
- New Negative Items Displayed in Customer Portal
- Mirku & Infusionsoft Tag API Integration
- Password Change
Contact Training Resources (Leads & Customers)
Processing Client Resources
- Processing Training
- Processing Changes with DisputeSuite
- Step-by-Step: How to Send a Customer to DS Processing
- How to set your round timer - DAYS TO FLAG DISPUTES
- Processing Status Directions
- How to setup Internal Notifications for Processing details
Live Q&A Training Replays
- "You Bill Me Up" -- How to Add a Payment Processor, Products & Create An Invoice
- LIVE Q&A Training Replay - 7/26/18 - How to Automatically Send a Welcome Email & SMS
- Live Q&A Training - 6/7/18 - The Basics
- LIVE Q&A Training - Customer Portal 5/24/18
- Q&A Training 4/27/18 - Communication Options
- LIVE Q&A Training - 4/13/18 - Quick Add, Voice Sig & Dynamic Record Types
FREE Credit Repair Industry Webinars
- Industry Webinar with Rob Ellerman & Derrick Harper
- DisputeSuite YOUTUBE Channel - Weekly Webinar Recordings
- Join us! Webinar REGISTRATION - It's Free!
- DisputeSuite Testimonial Video
- Weekly Webinar: Stall Tactics (4/29/15)
- Weekly Webinar: Unveiling the 2015 Boot Camp (4/15/15)
Software Training: Customer Portal
- Customer Portal Training
- How to Personalize the Contract for a Client
- System Settings
- Credit Repair Agreement & Electronic Signature
- How to Insert Company Logo Into Contract
- Note Templates
Software Training: Billing
- LIVE Software Webinar - Billing Feature Expo - 3/15/18
- Billing Training
- How To Edit An Invoice
- How to Add a Payment Processor
- Payment Processor
- Products and Services
Software Training: Affiliates
Software Training: Letters
- Letter Training
- ScoreLife Credit Report Import Powered By IdentityIQ
- Affiliate Training
- Quick add new items
- Select and Download Letter Templates
- Create a Dispute Letter Template
Software Training: Workflow Feature
- Workflow Menu
- Welcome Workflow - LIVE Training Q&A
- Workflow Template Bundle Training - *Add On Item
- Workflow Q&A Webinar (With Real Life Examples)
- Workflow Introduction
- Workflow Introduction Video
Software Training: Admin
- Changing Passwords
- Users/Roles/Company Information
- Users, Roles, and Permissions
- How to post the Customer Portal Login on your Website
- How to Upload a Picture to a User
- How to Customize the Customer Folder / Status / Workflow Settings
Software Training: Automations (Legacy)
- Automations Training
- How To Quick Send a Manual SMS
- How to Send a Manual Email Blast
- Sales / Prospect Email Templates
- Sample Setup for a New Customer Email Autoresponder
- Sample Setup for a New Affiliate Email Autoresponder