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
CRICOS agent financials
Enrolment Dashboard – New Agent
Enrolment Dashboard > Financials tile > Agent The Enrolment Dashboard features a Financial tile that provides functionality related to linking new agents. By accessing the… Read More »Enrolment Dashboard – New Agent
Agent Transactions
Finance > Agent Transactions Marketing > Agent Dashboard > Financials Tile > More The Agent Transaction screen allows you to manage and track all financial… Read More »Agent Transactions