Agent Portal
Admin > Site Settings > Agent Portal Settings The Agent Portal Settings screen allows you to set permissions for the tile you want to show… Read More »Agent Portal
RTO agent management
Agent Entry Screen – Burger Menu
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
Agent Commission Payment
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
Agent Dashboard – Bonus Invoice
Marketing > Agent Dashboard > Profile tile > Bonus Invoice Icon Agent Bonus is the amount that you wish to raise as an invoice and pay to… Read More »Agent Dashboard – Bonus Invoice
Enrolment Dashboard – Add/Update Agent
Enrolment dashboard > Financial tile > Agent Tab > Add/Update Agent A Financial tile on the Enrolment Dashboard offers functions to add and update an agent linked to… Read More »Enrolment Dashboard – Add/Update Agent
Agent Performance Tile
Marketing > Marketing Dashboard > Agent Performance Tile This piechart depicts the information about the agent’s business performance which includes the application and the invoice information. A… Read More »Agent Performance Tile
Delete Agent
Enrolment Dashboard > Financials Tile > Agent Tab Delete icon If you want to remove the agent linked with the student enrolment, then you can… Read More »Delete Agent
Agent Tile
Marketing > Marketing Dashboard > Agent Tile The Agent tile gives information about the revenue generated from a particular agent. A user can change the date… Read More »Agent Tile
Agent Details Report
Marketing > Agent Details We have added a new report under the Marketing Menu called Agent Details Report. This report will give you every detail… Read More »Agent Details Report
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