Overview Agents and their Setup in TEAMS
For an RTO, Agents play a key role in their Student Recruitment. Managing their commissions and bonuses can be cumbersome and overwhelming. Setting them up… Read More »Overview Agents and their Setup in TEAMS
marketing
Link Agent
Application Dashboard > Application profile Tile > Link Agent Overview The Link Agent feature allows you to associate an agent with an application and automatically calculate their commission… Read More »Link Agent
Agent Entry Screen – Burger Menu
Marketing > Agent > + Agent > Agent Burger Menu In the Agent burger menu, you will find three additional options: Note: In Contact Information… Read More »Agent Entry Screen – Burger Menu
Agent Payment Final Confirmation screen
Marketing > Agent Dashboard > Agent Commission Payment step 1 > Commission payment step 2 > Agent Payment Final Confirmation This is the payment confirmation step… Read More »Agent Payment Final Confirmation screen
Commission payment step 2
Marketing Menu > Agent Dashboard > Agent Commission Payment step 1 > Commission payment step 2 On the Agent Pending Payment Step 2 screen, the grid… Read More »Commission payment step 2
Marketing Reports
Below is a list of all the reports available under the Marketing menu in the system. You can see the name of the report with either an… Read More »Marketing Reports
Agent Details Report Columns
Columns Explanation Agent Code Agent’s Code entered in the system. Agent Name Agent’s Name entered in the system. Agent Type It is a user code dropdown field.… Read More »Agent Details Report Columns
Agent Details Report Filters
Listed below are the filters and their explanation for the Attendance Hours Report. General Filters Explanations Print This label has three Radio Buttons: Show All:… Read More »Agent Details Report Filters
Agent Details Report
Marketing > Agent Details We have added a new report under the Marketing Menu called Agent Details Report. This report will give you every detail… Read More »Agent Details Report
Agent Performance Report Data Columns
The table below shows the columns and their explanation that will get printed in the report. Columns Explanation Agent Name This column will show you… Read More »Agent Performance Report Data Columns