Merchant operations

Train support to preserve dispute records

Teach support staff to record the issue, promised action and completed resolution clearly.

Set up the work

  • Use examples of delivery, refund and cancellation problems.
  • Show where to save purchase-time terms.
  • Explain the handoff to the case owner.
  • Review how to correct an inaccurate note.

Training should improve records and customer resolution. Do not teach staff to reinterpret events to fit a preferred dispute outcome.

Use the case record

The merchant workflow connects the owner, evidence and submission record. Use the response guide when the draft is ready for review.