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Getting Started Tutorials

Business and Admin Settings

Setting Up Your Domain Email

Connecting Your Merchant Account

Adding Your First Lead

Adding Your First Client

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Custom AutoFox Workflows

Setting Up Your Email Account

How to Add a Client via Web Forms

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Getting Started Tutorials (15)Adding Your First Lead Adding Your First Client Importing Leads & Clients Migrating to DisputeFox Web Forms Setup & Use Email, Voice & SMS Client & Affiliate Portals Software Dashboard Client Dashboard & Grid Client Tools & Management Lead Dashboard & Grid Lead Tools & Management Import, Disputes & Letters Affiliate Setup & Use AutoFox Automations Additional Support

Popular Tutorials

Getting Started - Account Setup

Get all the basic settings configured from Client Agreements, to Email Setup to Logo Branding.

Setting Up Email

Step-by-Step guide to signing up with SendGrid and adding your domain branded email.

Importing Leads & Clients

Before you try importing Leads & Clients, here is some important info you need to know!

Migrating to DisputeFox

Using another software? Here we show you ways to migrate clients to DisputeFox!

Adding Your First Lead

Here we will show you step-by-step how to add a new lead and how to trigger campaigns.

Adding Your First Client

Full overview of how to add new clients, and how to trigger AutoFox email & SMS campaigns.

Client Management Tutorial

Tutorial on how the fast Client tabbing system works and all the tools and features.

Client Portal Introduction

Walk-Through on what your Client will experience and how you give and remove access.

Client Agreement Setup

How to install your Client Service Agreement that your Client will sign, and how to edit pricing

Doing Your First Credit Import

In this tutorial, we will show you how to do your first one-click credit import.