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
TEAMS help guide
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
Enrolment Details Tile
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
New Application and Choose Programs
Marketing > New Application > Choose Programs This screen allows you to choose the program for the application and you can create multiple applications. When… Read More »New Application and Choose Programs
Finance
Main Dashboard > Finance The Finance main menu displays a set of icons that allow you to navigate to various sections related to financial transactions… Read More »Finance
New Application and Student Selection
Marketing > New Application > Student Selection In this step, you can either create a new applicant or search for and select an existing applicant… Read More »New Application and Student Selection