Please find attached below the topics discussed on this page:

What is the PayPal (V2) section about?

In the PayPal (V2) section, users are able to:

• Search for a specific dispute case

• assign cases to another user or to him/herself

• open a case and take action.

Where the PayPal (V2) section is located?

1. Log into CRM and go to the left-side menu

2. Scroll down and click on Disputes

3. And then on PayPal (V2)

   

How the PayPal (V2) section works

Search for a specific dispute case

By using the several search fields, users can easily locate a dispute by using:

• Transaction Id

• Case Id

• (Customers') Email

• Order Number

or group them according to their:

• State:

  

• Status:

  

• Life cycle state:

  

• Channel:

  • Internal: The customer contacts PayPal to file a dispute with the merchant.

  • External: The customer contacts their card issuer or bank to request a refund.
    

  

• Account: in this field are listed all the PayPal MID in which there are disputes

• Owner: in this field are listed all CRM users.

Assign cases to another user or to him/herself

1. Tick the checkbox on the left side of each dispute

   

   
   Or click on the right-side button

   

2. Click on the Assign Owner button and pick a user to whom the dispute(s) will be assigned.

   

   Otherwise, click on the Become Owner button to assign to yourself the cases

   

Open a case and take action on the PayPal Dispute Details page