Overview of the Course

Welcome to your complete introduction to TEAMS Marketing tools!
In this lesson, you’ll explore how TEAMS supports your marketing and admissions team through automation, visibility, and control across every stage of the student recruitment journey. You’ll learn:

• How TEAMS uses Webforms like Enquire Now, Apply Now, and Become an Agent to capture leads and agent applications directly from your website.

• How enquiries and applications flow into the Marketing Dashboard, allowing your team to track leads, applicants, and agents in real-time.

• What the CRM in TEAMS can do — from capturing leads and sending bulk communications to generating offer letters, welcome letters, and training plans.

• How to manage the full Agent lifecycle, including onboarding agents, monitoring performance, and handling commission and bonus payments.

• How the Agent Portal empowers agents to track applications, student status, commissions, and even send fee reminders.

• What the Account Manager feature is and how it can be used.

• How to monitor all performance using Marketing and Agent Dashboards, and reports that keep you in control of your team’s efforts.

This lesson equips you with the foundation to streamline your marketing operations, nurture leads efficiently, and manage agent relationships professionally — all within TEAMS.

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