CSG Forte Webinar Events

Dex Training Webinars

At CSG Forte, we value our customers and we want to help you succeed.  Which is why CSG Forte offers free weekly training for merchants who leverage our cloud-based payment processing tool, Dex. We offer two trainings based on the user’s access: limited access for Dispute Managers or full access for Merchant Admins. We highly recommend for Dex users to take advantage of this training and to actively participate in the discussion during and/or after the webinar presentation.

Training for Dispute Managers

Every Tuesday at 2 PM CST for Dispute Managers. These users primarily use Dex to manage chargeback disputes. This training offers instruction for the following modules that are needed to manage any chargebacks made to their account:

• Transactions – Dispute related transactions
• Disputes – Allows users to track, respond and upload documentation for chargeback disputes
• Location – Provides insight into locations associated to the merchant organization

Training for Merchant Admins

Every Thursday at 2 PM CST for Merchant Admins. These users are enabled to use all of the available modules within Dex. This training offers instruction for the following modules that are needed to manage all aspects associated with their account:

• Home – Sales Performance, Payment Method & Transaction Breakdown Charts and Graphs
• Transactions – processing activity overview and detail
• Funding – merchant funding details for related transactions
• Customers – manage customers information including payment methods, schedules, and address details
• Schedules – Create, edit, and manage customer transaction schedules
• Disputes – Allows users to track, respond and upload documentation for chargeback disputes
• Locations – Provides detail into locations associated to the merchant organization
• Manage – Send user invites, manage roles and notification

Now that that’s out of the way, take a look at how we’ve helped our partners.