Training
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Welcome to DisputeFox
Now that you have created your account, lets dive into the most important settings and configuration you will need to run your business smoothly
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Steps to Complete Your System Setup
Company Branding Setup
In this tutorial we will show you how to upload your logo for the Customer & Affiliate Portals, as well as Company Emails & Invoices.
Tutorial
User Profile, Roles & Permissions
Setup all of your Agents and Sales people with their own accounts, define their roles and permissions.
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Uploading Your Client Agreement
We will show you how to either modify the Client Agreement we have supplied and make it your own.
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Merchant Account Setup
We will walk you through getting a Merchant Account, and connecting it to DisputeFox for Pay-per-Delete and Recurring Billing.
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Client Billing Setup
In this tutorial, we will walk you through the various options for billing your client, as well as creating one-off invoices.
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Credit Import Due-In Counter
Here you can choose the time between pulling credit reports. You will get an automated reminder when a new one is due.
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Credit Dispute Letter Templates
We have provided you with a bunch of templates to work with, but here we will show you how to modify them and add your own ones.
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Setting Up Your Email Accounts
See how to add all your SMTP settings so when customers get your notifications, they are coming from YOUR email address.
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SMS Setup & Instructions
Instructions on how to setup your SMS (if you purchased a package) and how it works with Automations and Client Communication
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Phone Dialer Setup & Instructions
Overview of the Phone Dialer and how to get your account setup (required a voice / SMS package)
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Affiliate Setup & Instructions
We show you how to customize your Affiliate settings, setup new Affiliates, and provide lead web forms & tracking URLs.
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Web Forms Overview
Our web forms are highly customizable and can be used for Leads, Signups, Contact forms, Affiliates and Automations.
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Installing Web Forms on Your Website
There are 2 options for installing on your website. Use our simple embed option, or grab the source code and apply your own styles.
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Adding Clients & Leads
There are 2 ways to add new Leads and Clients to DisputeFox, here we will show you how each of them work.
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Importing Clients
DisputeFox has a simple client Importer, but if you have a large client base, there are options for us to help you with the migration.
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