Foundations: How TEAMS Works

Learn how hierarchies define the foundation of your TEAMS setup — from organisation and campuses to students, enrolments, numbers, and key dates.

Learn how templates work in TEAMS, including types, merge fields, rules, and campus linking, so you can configure reports, emails, and SMS messages correctly.

Learn how to manage marketing operations in TEAMS. This lesson explains how to use webforms, CRM, agents, agent portals, and account managers to capture enquiries, manage applications, and track agent and counsellor performance.

Learn how to track every stage of a student’s journey in TEAMS, from their first enquiry through to becoming an applicant, a student, and a graduate. This lesson explains each lifecycle stage, its system permissions, and the importance of maintaining accurate status updates for reporting and compliance.

Learn how to set up and manage Webforms in TEAMS. This video shows how to customise Enquire Now, Apply Now, and Become an Agent forms, track submissions in the Marketing Dashboard, and automate alerts for staff and agents.

Learn how to manage the complete agent lifecycle in TEAMS from onboarding and contracts to commissions, bonus invoices, and performance tracking ensuring efficient agent relationships and compliance.

Learn how to use Account Managers in TEAMS to track sales performance, manage student counsellor links, and generate reports. This lesson explains how to assign Account Managers to agents, applicants, students, and enrolments, and how to analyse performance using CSV reports.

This lesson introduces how academic structures are set up in TEAMS and why they are the foundation for compliance. You’ll learn how programs, subjects, sequence numbers, and study/holiday weeks define enrolment timelines, study periods, course progress, AVETMISS data, and student communications.

This lesson covers managing qualifications in TEAMS, from academic setup and report template configuration to marking results and maintaining the qualification register

Learn how timetables are structured in TEAMS and understand their importance in managing programs, subjects, and student schedules effectively.

This lesson covers the complete flow of financial data from applications to enrolments, including fees, instalments, invoices, agent commissions, numbering rules, exports, and compliance best practices. Designed for both finance managers and operations staff, it provides the essential knowledge to manage student and agent transactions with accuracy and confidence.