WorksheetsDispute Fox Tutorial Part 1
Total questions: 1
Worksheet time: 10mins
1-10.
Answer the questions below after watching the video
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
