Agent Details Report Columns
Columns Explanation Agent Code Agent’s Code entered in the system. Agent Name Agent’s Name entered in the system. Agent Type It is a user code dropdown field.… Read More »Agent Details Report Columns
TEAMS help guide
Agent Details Report Filters
Listed below are the filters and their explanation for the Attendance Hours Report. General Filters Explanations Print This label has three Radio Buttons: Show All:… Read More »Agent Details Report Filters
Agent Details Report
Marketing > Agent Details We have added a new report under the Marketing Menu called Agent Details Report. This report will give you every detail… Read More »Agent Details Report
Agent Performance Report Data Columns
The table below shows the columns and their explanation that will get printed in the report. Columns Explanation Agent Name This column will show you… Read More »Agent Performance Report Data Columns
Agent Performance Report Filters
The Agent Performance parameters/filters screen displays two tabs: General and Advanced. The table below shows the filters and their explanation. General Filters Explanation Report Dates This… Read More »Agent Performance Report Filters
Agent Performance Report
Marketing > Agent Performance Report The Agent Performance Report will show you the performance of the agent through the agent’s commission in the report. Agent… Read More »Agent Performance Report
Alerts Tile
Marketing > Marketing Dashboard > Alerts Tile The alert tile gives information about web-based enquiries raised by a potential student or an agent. The Alerts tile… Read More »Alerts Tile
Summary Tile
Marketing > Marketing Dashboard > Summary Tile The summary tile gives information about new enquiries and pending applications, also a user can create new enquiries/applications… Read More »Summary Tile
Enrolment Dashboard – Financials Tile
Enrolment Dashboard > Financials Tile This tile will give you a summary of all the student’s and agent’s financial transactions. Student Tab All the financials… Read More »Enrolment Dashboard – Financials Tile
Instalment Plan Step 2
Finance > Instalment Plans > + Instalment Plan button Follow the steps below to add Instalments to the Instalment Plan: Explanation of the fields: Fields… Read More »Instalment Plan Step 2