Curriculum
7. Agents Setup
Overview of Agent Setup
0/2
Lesson - Commission Templates
0/2
Lesson - Custom Import - Financials - Commission Templates
0/2
Lesson - Agents
0/2
Lesson - Custom Import -Agent Details
0/2
Lesson - Custom Import - Agent Contact
0/2
Lesson - Custom Import - Agent Contact Logs
0/2
Video lesson
AGS – ST – Overview of Agent Setup
Welcome to the Agent Setup Overview lesson!
In this lesson, you’ll learn the key steps to create, activate, and link agents in TEAMS, along with how to set up commission templates for accurate commission tracking.
You will learn:
- How to create an agent profile in TEAMS before it can be linked to your college.
- How to convert the agent to Active status, which is required before they can work with applications and enrolments.
- Why it is essential to set up a commission template.
- How to use default and optional commission templates to manage multiple commission rates for different agents.
- Five Essential Setup Steps needs for automatic commission generation.
- How to link the agent directly to an Application or Enrolment to complete the setup and ensure accurate commission tracking.
IMPORTANT : At the end of this lesson you will then need to complete the quiz for it before moving onto the next Lesson.