Marketing - Operations

Get an overview of TEAMS’ powerful marketing tools designed for education providers. This lesson introduces you to webforms, CRM features, agent management, and account manager tracking — all designed to streamline your lead-to-student journey and boost performance.

The Marketing Dashboard offers a detailed view of marketing activities, applications, enrolments, and financial data, organised into intuitive tiles.

Learn how to track and manage new enquiries in TEAMS, including potential students, agents, and employers, based on your college type.

In this lesson, you’ll learn how to create and manage a student enquiry in TEAMS. This process allows your team to capture early interest and enter important student information before any formal application is submitted, ensuring accuracy, compliance, and efficiency.

This lesson walks you through how to track and manage agent enquiries in TEAMS before signing a formal agreement. Learn how to record early-stage details, log communications, and initiate the approval process from the New Enquiry screen.

In this lesson, you’ll learn how to record and manage employer enquiries in TEAMS before any formal agreement is signed. You’ll use the New Enquiry screen to capture key business information, assign account managers, and track communication history effectively.

This lesson introduces the Enquiries List screen in TEAMS, where you can view, manage, and take action on all pending enquiries across student, agent, or employer categories. Learn how to filter results, export data, and take follow-up actions — all from a single, centralised screen.

Creating a new application in TEAMS is the foundation of managing your prospective students' journey — from enquiry to enrolment. This lesson provides you with a complete overview of the New Application process and prepares you to confidently move through each step of the application wizard.

This lesson walks you through Step 1 of the New Application process in TEAMS — selecting or creating the applicant.

This lesson guides you through Step 2 of the New Application wizard, where you select programs, input key scheduling details, and configure package and orientation options. Learn how TEAMS uses structured logic to guide valid selections and ensure your application is compliant and complete.

In this step, you’ll review and manage the list of subjects automatically added to the application.

In this step, you’ll learn how to select, edit, and structure fees for each program in the application. TEAMS allows you to manage fee types, quantities, discounts, GST, and invoice settings with flexibility and accuracy.

In this final step, you’ll preview all student and agent invoices before completing the application. Learn how to make minor edits like adjusting commission amounts, applying GST, entering invoice notes, and adding bonus invoices where needed.

In this final step of the New Application process, you’ll learn how to generate and manage offer letters. This step ensures all necessary documents and compliance details are in place before proceeding with enrolment.

The Application List is a key feature of the system, providing a summary of all pending applications along with the necessary information. In this lesson, you will learn how to access, filter, and manage the Application List screen in TEAMS.

The Applicant Dashboard displays a summary of the applicant with all the basic and financial information. This lesson will provide you with basic knowledge of both the Domestic and International Applicant Dashboards.

In this lesson, you’ll learn how to edit an applicant's basic details from the Applicant Dashboard. This feature ensures your records remain up-to-date before the applicant is converted to a student.

In this lesson, you’ll learn how to add or update AVETMISS, current, and mailing addresses for applicants and students using the Edit Address screen.

Learn how to accurately add or update overseas information for applicants or students in TEAMS, ensuring all relevant international details are recorded for compliance and communication purposes.

Learn how to assign, edit, or remove the Account Manager for an applicant or student directly from their dashboard in TEAMS, ensuring clear responsibility and communication tracking.

Learn how to add, edit, or delete visa and CoE information for both applicants and students in TEAMS. It is not mandatory to link these details with the applicant. However, if you plan to use this system feature, it is essential to be aware of it.

While creating an application, you can apply for holidays at the Applicant level from the Applicant Dashboard with the Add or Edit Holidays option. Similarly, you can apply for holidays at the Student level from the Student Dashboard with the Add or Edit Holidays option.

Learn how to view and manage all fields captured via the student webform to ensure consistent, centralised student data collection.

This screen displays Prisms Information for a student, organized into various sections: General Information, Passport and Visa Information, Address details and OSHC (Overseas Student Health Cover) details

Learn how to record and update an applicant’s or student’s English language proficiency, including IELTS and other assessment details.

Conditions are prerequisites linked to an application or enrolment, such as English language test scores, and are included in offer letters. This lesson will guide you on how to add, manage, and understand the flow of conditions for applicants and students in TEAMS.

Learn how to add or edit AVETMISS data to ensure your student records meet national VET reporting standards.

The Next of Kin screen allows you to record or update emergency contact information for students and applicants. This lesson explains how to add multiple contacts, and differentiate between Australian and overseas next of kin details in TEAMS

The Applicant Dashboard displays the primary information about the applicant with different tiles, allowing you to navigate to various screens linked to the application details. Understand how to use the Application Dashboard to view, manage, and update important information related to a student’s application before it is converted to an enrolment.

The Edit Application feature allows you to modify any application details. It is essential to have a thorough understanding of the process before using it.

This screen only allows you to view the overseas information of the application.

Learn how to add or update the Account Manager linked to an application using the Applicant, Student, or Application Dashboards. While you can edit or assign an Account Manager, deleting them from the application is not possible.

The Application Dashboard only allows you to view the Visa information of the Application.

This lesson explains to users how to create and manage new invoices for an application in TEAMS. You'll learn how to enter invoice details, select appropriate fees, apply discounts, and finalise the invoice creation process.

This lesson explains how to use the Recreate Invoice feature from the Application Dashboard’s Financial tab. You’ll learn how to split an existing invoice into multiple instalments based on custom frequency settings and complete the invoice recreation process.

This lesson explains how to add and manage FEE-HELP details for an application from the Application Dashboard.

This lesson explains how to use the Employer Tracking screen to link employers to an application, whether for funded contracts such as User Choice or general work placements. You’ll learn what details are required and how to use the system to associate employers correctly.

Learn how to add and manage AVETMISS compliance settings for applications and enrolments. This lesson explains the difference between national and state export options, key mandatory fields, and how to configure subject-specific AVETMISS settings to meet government data reporting requirements. 

In this Lesson, you will learn how to navigate and use the Agent Dashboard to view, manage, and track agent-related data, including performance metrics, applications, enrolments, and financials.

This lesson explains how to update agent details using the Agent Entry screen, including setting up agent codes, contact information, and commission templates.

This lesson explains how to create and manage Commission Templates, which define how much commission an agent receives—either a fixed amount or percentage—based on program enrolments.

A bonus invoice is an additional payment made directly to the agent, separate from the system-generated commission invoice linked to enrolments. In this Lesson, you will learn how to create a bonus invoice for an agent and how to link the invoice to a specific enrolment.

Learn how to use the Documents Tile in TEAMS to upload, manage, and organise student and agent documents across various dashboards.

In this Lesson, you will learn how to use the Communication Tile in TEAMS to view and manage all interactions across various dashboards efficiently.

The Application tile displays the total number of applications linked to the agent, along with key features. Ensure you have reviewed the video lesson and gained knowledge about it before using this feature.

Learn how to use the Enrolment Tile and List Screen in TEAMS to track, filter, and manage enrolments linked to an agent.

This lesson guides you through selecting a training plan template, generating the report, and accessing it from the dashboard.

Learn how to add or edit subjects, update results, correct errors, and manage related enrolment information through the Training Plan and Results screen. This lesson guides you through navigating subject records, assigning trainers, and maintaining accurate student result data in TEAMS.

This lesson covers generating letters for individual or multiple applications, storing them in the Documents section, and emailing them directly to students or agents.

Learn how to add or edit application-level invoices in TEAMS, including fee items, due dates, references, and discounts, using the invoice edit screen.

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Learn how to efficiently manage student applications from the Applicant Dashboard in TEAMS. You’ll discover how to view key details, approve or decline applications, and track their statuses in one central location.