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Agent Profile Tile

Marketing > Agent Dashboard > Agent Profile Tile This tile provides an overview of an agent’s basic information and offers various account management features. Users… Read More »Agent Profile Tile

Add/Edit Agent

Agent Dashboard > Agent Profile Tile > Edit Agent Details Icon Marketing Menu > Agent Listing screen > +Agent Button These screens will allow you… Read More »Add/Edit Agent

Agent Search

Marketing > Agent Dashboard > Search Agent This screen will allow you to search for an agent. You can simply type the agent name, Agent… Read More »Agent Search

New Applicant

Marketing > New Application > + New Applicant This screen allows you to add a New Applicant to your RTO with their basic details. This… Read More »New Applicant

Agent

Marketing > Agent Overview This is the Agent Welcome screen, which will show you the list of Agents in the grid that are Active in… Read More »Agent

Offer Letter

An Offer Letter is a proposed confirmation of enrolment into one or many programs and what the dates and costs for the applicant are. Generally,… Read More »Offer Letter