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marketing

Agent Dashboard

Marketing > Agent Dashboard The Agent Dashboard screen will give you a history of the Agent with your college. It is comprised of several different… Read More »Agent Dashboard

Marketing Menu

When accessing the Marketing section from the main menu, you will be presented with a selection of icons that serve as shortcuts to various screens… Read More »Marketing Menu

New Application

Marketing > New Application This process (wizard) allows you to create applications for New applicants or existing students in the system. Although this process is… Read More »New Application

Employer Tracking

Enrolment Dashboard > Employer Icon This screen is primarily used by funded clients, specifically for User Choice contracts, to track the employer/s linked to the… Read More »Employer Tracking

FEE HELP Setting

Enrolment Dashboard > FEE Help Loan Icon When you select the FEE-HELP option, the program FEE-HELP popup screen will open, where you can add FEE-HELP details… Read More »FEE HELP Setting