ADM – ST – Webforms in TEAMS

In this step-by-step video, you’ll learn how to use Webforms in TEAMS to capture and manage enquiries, applications, and agent requests from your website.

You’ll learn how to:

• Customise and connect Enquire Now, Apply or Enrol Now, and Become an Agent forms
• Track submissions in the Marketing Dashboard using Alerts and Summary tiles
• Manage the lifecycle of records — from Enquiry Students to Applicants and Active Agents
• Convert potential agents to Active Agents once contracts are approved
• Set up automated alerts to notify Account Managers, Students, or Agents via email or SMS

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.