Decline Application
Marketing dashboard > Application listing screen > Burger menu The Decline Application function allows you to remove applications that are no longer progressing. Declining applications… Read More »Decline Application
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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
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 Portal
Admin > Site Settings > Agent Portal Settings The Agent Portal Settings screen allows you to set permissions for the tile you want to show… Read More »Agent Portal
Agent Financials Listing
On the Agent Dashboard screen, click the “Show Financials” icon to open the Agent Financials Listing. When the user clicks the icon, the Agent Financials… Read More »Agent Financials Listing
Agent Pending payment – Business Rules
Before using the pending payment welcome screen or processing any pending payments, there are several important business rules that you should follow to ensure… Read More »Agent Pending payment – Business Rules
Agent Pending Payment Step 2
Marketing Menu > Agent Dashboard > Agent Pending Payment Step 1 > Agent Pending Payment Step 2 On the Agent Pending Payment Step 2 screen, the grid will display all… Read More »Agent Pending Payment Step 2
Agent Pending Payment
Marketing Menu > Agent Dashboard > Agent Pending Payment Pending payments for an agent refer to commissions or fees accrued by the institution but not yet disbursed to… Read More »Agent Pending Payment
Agent Financial Tile
Agent Dashboard > Agent Financial Tile The Agent Financial Tile in TEAMS provides a quick snapshot of the total financial value associated with agents based on… Read More »Agent Financial Tile
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