Agent contracts expired
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
student
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
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
Class Allocation Step 2
This is the second step of the Class Allocation. This screen will allow you to allocate classes to an enrolment. Follow the steps below to… Read More »Class Allocation Step 2
Account Manager
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
Offer Letter
An Offer Letter is a proposed confirmation of enrolment into one or many programs and what the dates and costs for the applicant are. Generally,… Read More »Offer Letter
New Application – Edit Invoices Preview
This is the Application Invoice Preview screen, where you can view all the student invoices and agent invoice details, including invoice notes. You can also… Read More »New Application – Edit Invoices Preview
New Application and Edit Invoices screen
Marketing > New Application > Edit Invoices Screen This screen will allow you to edit invoices, and you can (change the invoice date and due… Read More »New Application and Edit Invoices screen
New Application and Fee Selection
Marketing > New Application > Fee Selection This screen will allow you to select the fees for the application, including (Tuition Fee, Application Fee, Material… Read More »New Application and Fee Selection
New Application and Subjects Delivery Dates
Marketing > New Application > Subjects Delivery Dates This screen will show you the Program details along with the subjects and their delivery dates. The… Read More »New Application and Subjects Delivery Dates