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
TEAMS help guide
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 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
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
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
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
New Enquiry – Agent
Marketing > New Enquiry > Agent Overview This screen allows you to enter the new enquiries of agents and you can track communication and the… Read More »New Enquiry – Agent
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