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
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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
Agent 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 »Agent 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
Agents Merge Fields
Merge Fields Explanation {Agent Code} Add the agent code in this field {Agent Name} Add the agent name in this field {Agent Phone Number} Add… Read More »Agents Merge Fields
Enrolment Dashboard – Add/Update Agent
Enrolment dashboard > Financial tile > Agent Tab > Add/Update Agent A Financial tile on the Enrolment Dashboard offers functions to add and update an agent linked to… Read More »Enrolment Dashboard – Add/Update Agent
Agent Performance Tile
Marketing > Marketing Dashboard > Agent Performance Tile This pie chart depicts the information about the agent’s business performance, which includes the application and the invoice information.… Read More »Agent Performance Tile
Delete Agent
Enrolment Dashboard > Financials Tile > Agent Tab Delete icon If you want to remove the agent linked with the student enrolment, then you can… Read More »Delete Agent
Enrolment Dashboard – Edit Agent Commission Invoices
Enrolment Dashboard > Financials Tile > Agent Tab Edit Agent Commission Invoices Sometimes, it happens that agents change the commission rates upon a student’s enrolment. They might change it… Read More »Enrolment Dashboard – Edit Agent Commission Invoices
Agent Payment Report Data Columns
Columns and their explanation, will be printed in the generated report. Columns Explanation Payment Date Payment Date Enrolment No The invoice number of the student… Read More »Agent Payment Report Data Columns