Any customer who disputes a charge with their bank (chargeback) must have their subscriptions cancelled as quickly as possible. This will avoid incurring additional charges which will also likely be disputed.

Tip: You will see several duplicate chargebacks. To save time, search the card number to see if a record already exists in the sheet. If so, paste the values over.

1. Open the Charge Back Tracker in Google Sheets: https://docs.google.com/spreadsheets/d/1-KgIp3zvmE36_XG_ZaSzOfwlGM41yKIMKXndItkOJbw/edit?usp=sharing

2. Login to Konnektive as chargeback.dial and find the corresponding person record. You will need to search by the first and last digits of the card number and will confirm the Trans Amt and Trans Date values match.

3. Populate the following fields for each record in the sheet:

• Agent - The last Dial agent that the customer interacted with. If they never contacted customer service, enter None.
• CID - This is the unique identifier for the record in the CRM. It is pulled from the URL.

• Active Subs? - Enter Y if the record has any subscriptions that are Active or Recycled Failed.
• Results of last call - If the customer interacted with our customer service team, what was the result of their final interaction? You have fields for up to 3 values. They must be from of the following:

• Accepted partial refund
• Buzzwords
• Called in to place order
• Called to cancel, agent left sub active
• Cancelled add-on
• Cancelled sub
• Checking on order
• Demanded refund, denied
• Did not arrive, referred to USPS
• Made offer, no reply
• Made offer, denied
• RMA

4. Blacklist the customer. This will automatically cancel all of their subscriptions and prevent them from attempting to purchase products from us in the future.