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
RTO agent management
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
Agent Contracts Expiring (next 30 days)
Main Dashboard > Alerts – CRICOS Tile > Agent contracts expiring (next 30 days Overview: The Agent Contracts Expiring (next 30 days Tile and the… Read More »Agent Contracts Expiring (next 30 days)
Agent Dashboard
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
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