Dispute Fox Tutorial Part 1

What is the initial phase for most customers in Dispute Fox?

• Client

• Lead

• Consultation

• Credit Monitoring

Which method is NOT mentioned for adding a lead in Dispute Fox?

• Manually adding them

• Using a direct link

• Through a phone call

• Using Zapier

Where can you find the options to add a lead to your website?

• Portal settings

• Actions tab

• Web forms under settings

• Lead dashboard

What is sent automatically to a lead once they are in the system?

• A payment link

• A credit report

• A consultation request

• A welcome email and SMS

Where can you send an app invitation to leads from?

• Account tab

• Web forms under settings

• Portal settings

• Lead dashboard or actions tab

What should you do if the logins for credit monitoring are incorrect?

• Contact the customer for correct logins

• Ignore the error

• Send an email to support

• Delete the lead

What type of credit report is required for importing?

• Any type of report

• Three Bureau report

• Two Bureau report

• One Bureau report

What should you do if there are messages about missing contact information or card failure?

• Delete the lead

• Ignore the messages

• Contact support

• Update the information and try again

What feature allows you to take live notes while reviewing the report?

• Sticky notes

• Web forms

• Actions tab

• Portal settings

What should you do to convert a lead to a client?

• Send an email

• Change their type from lead to client

• Delete the lead

• Update their credit report