AGD and Agent Performance Bar Graph
Marketing > Agent Dashboard > Agent Performance Tile Each CRICOS RTO that has collaboration with agents, needs to monitor the agent performance in order to… Read More »AGD and Agent Performance Bar Graph
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Commission Template Entry Screen
Marketing > Commission Templates > Commission Template Entry screen Overview A commission template specifies the percentage amount that will be paid to the Agent for… Read More »Commission Template Entry Screen
Commission Templates
Marketing > Commission Templates Overview A commission template specifies the percentage amount that will be paid to the agent for their services. The Commission Template… Read More »Commission Templates
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
Favourite/Most used Tile
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
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 or… Read More »Agent Search
New Applicant
Marketing > New Application > + New Applicant This screen allows you to add a New Applicant to your RTO with their basic details. This… Read More »New Applicant
TEAMS Icons
The table below shows you icons that are available under the Details column, Actions column, and Applicant/Student/Enrolment profile tiles. Details Column Icons – When you… Read More »TEAMS Icons
Send an Email
TEAMS gives you the option to send out email/s to students, employers, and agents. You will see this option on all the listing screens and in… Read More »Send an Email