How to Dispute a Lead

How to Dispute a Referral in the Pro Portal 

But wait... Before you follow the steps to dispute a lead, make sure you are clear on how the dispute process works. https://cdn.ramseysolutions.net/cms/sites/ramseysolutions-com/trusted/trusted-admin/Tax%20Dispute%20Referral%20Guide.pdf 

1. Log in to the Pro Portal
   Go to pro.daveramsey.com and sign in using your credentials.
2. Open the Opportunities page
   Navigate to the Opportunities section and select the referral you’d like to dispute.
3. Click “Dispute Referral”
   Scroll to the Contact Info section and click Dispute Referral.
4. Fill out the form
   Complete all required fields and submit your dispute for review.
5. Track your status
   Return to the referral to view the dispute status next to the Dispute Referral button.
6. If you have any questions, reach out to the Trusted Support team at Trusted.suppot@ramseysolutions.com