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 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
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
Admin > Account Manager > + Account Manager The Account Manager Entry Screen in TEAMS is used to create or update staff records for those… Read More »Account Manager Entry Screen
Enrolment Dashboard > Enrolment Profile Tile > Transition Icon Overview The Transition of Enrolment refers to the process of transferring a student’s enrolment from one program to another.… Read More »Transition Process of an Enrolment
Compliance > AVETMISS Dashboard > AVETMISS Enrolments The Enrolment AVETMISS Tile lists essential fields where data must be entered for VET reporting. The tile includes a calendar feature… Read More »AVETMISS Enrolment
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
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 Menu > Agent Dashboard > Agent Commission Payment Step 1 On the Agent Commission Payment screen, you can view commission invoices for agents in a… Read More »Agent Commission Payment
Compliance > AVETMISS Dashboard > AVETMISS Student The AVETMISS Student Tile to identify and correct essential data fields required for accurate VET reporting. This tile… Read More »AVETMISS Student
Student Dashboard > Applications The Application tile provides a summary of all the applications the student has in the system. This will include pending, declined… Read More »Applications Tile