What is the Macro Templates section about?

In this section, users can save the template to be used inside the Dispute section.

Where the Macro Templates 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 the Macro Templates.

How to create a new Macro Templates

1. Click on the + Create New button

2. On the New Macro page, the user needs to fill in the details

3. Once done, hit the Save button

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How to edit a Macro Templates

1. Click on the Edit button

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2. On the Macro page, the user needs to fill in the details

3. Once done, hit the Save button

How to delete a Macro Templates

1. Click on the Cancel button

2. Confirm the actions and the template will be deleted