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?
Log into CRM and go to the left-side menu
Scroll down and click on Disputes
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
Tick the checkbox on the left side of each dispute
Or click on the right-side button
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
By clicking on each Case Id
users are redirected to the PayPal Dispute Details page.