Main Dashboard > Favourite/Most used Tile Overview The Favourite/Most Used Tile personalises the user experience by automatically highlighting frequently accessed menus, making it quicker and… Read More »Favourite/Most used Tile
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
In TEAMS, you must finish enrolments when the students have completed their studies. You do not have to manually open each enrolment and finish it,… Read More »How to Finish Enrolments in Bulk using Finishers Listing Screen
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 > Agent contracts expired Overview The expired agent contracts screen will show the count of those agent contracts… Read More »Agent contracts expired
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)
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
Admin > Account Manager Overview The Account Manager Welcome Screen in TEAMS provides a central view of all account managers across your RTO. From here,… Read More »Account Manager
Enrolment Dashboard > Enrolment Details Tile This tile is further divided into four sections. Each tab has its own role in this tile, which has… Read More »Enrolment Details Tile