AGS – ST – Agents

In this lesson, you’ll learn how to correctly set up Agents in TEAMS so your college can manage applications, communication, reporting, and commission payments accurately and efficiently. You’ll explore when to use Manual Entry and when to use the Custom Import process especially for colleges onboarding large agent lists during implementation.

You’ll learn how to:

• Set up the required User Codes such as Agent Type, Agent Location, Region, Position, and Marketing Source
• Add new agents using the Agent Entry screen and complete mandatory fields such as Agent Code, Agent Name, and Legal Name
• Mark an agent as Active and apply additional settings such as Offshore Agent, Campus Linking, and Agent Portal Login details
• Apply the five-step rule for correct commission calculation, including linking Commission Templates, enabling Pay Commission, and applying the correct GST rules
• Manage agent contacts, including Primary Contacts, phone and email details, and the “Send to All Email Addresses” option
• Use the burger menu to add Contacts, create Contact Logs, and upload Documents
• Use optional features such as Hide Agent when publishing agents on your college website

By the end of this lesson, you’ll know how to create, configure, and manage agents in TEAMS to ensure accurate communication, reporting, and commission processing across your organisation.

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