AGD and Enrolments Tile
Marketing > Agent Dashboard > Enrolments Tile The Enrolment tile shows the total number of enrolments linked to the agent. The tile features a calendar… Read More »AGD and Enrolments Tile
Marketing > Agent Dashboard > Enrolments Tile The Enrolment tile shows the total number of enrolments linked to the agent. The tile features a calendar… Read More »AGD and Enrolments Tile
Marketing > Agent Dashboard > Applications Tile Application Tile Overview In the Applications Tile, we show all the pending applications linked to the Agent. You… Read More »AGD and Applications Tile
Marketing > Commission Templates Overview A commission template specifies the percentage amount that will be paid to the agent for their services. The Commission Template… Read More »Commission Templates
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
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
Main Dashboard > Alerts – General Tile > SMS Count SMS count alert will show you the number of SMSs that have been used by a client. The… Read More »SMS Count
Main Dashboard > Alerts – CRICOS Tile > Active Interventions Overview The active intervention alert will show you the count of students who have an… Read More »Active Intervention
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
Main Dashboard > Finance The Finance main menu displays a set of icons that allow you to navigate to various sections related to financial transactions… Read More »Finance
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