Curriculum
Course: Marketing - Operations
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Curriculum

Marketing - Operations

Overview of the course

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Lesson - Marketing Dashboard

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Lesson - New Enquiry

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Lesson - New Enquiry Student

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Lesson - New Enquiry Agent

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Lesson - New Enquiry Employer

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Lesson - Enquiries List

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Lesson - New Application

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Lesson - Application List

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Lesson - Applicant Dashboard

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Lesson - Edit Applicant

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Lesson - Add/Edit Address

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Lesson - Add / Edit Overseas Information

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Lesson - Add / Edit Account Managers - Applicant / Student

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Lesson - Add / Edit Visa Information - Applicant / Student

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Lesson - Add / Edit Holidays - Applicant / Student

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Lesson - View Webform Information

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Lesson - View PRISMS Information

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Lesson - Add / Edit Proficiency in English

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Lesson - Add / Edit Conditions

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Lesson - Add / Edit AVETMISS Information

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Lesson - Add / Edit Next Of Kin

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Lesson - Application Dashboard

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Lesson - Edit Application

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Lesson - Overseas Information - Application Dashboard

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Lesson - Add / Edit Account Manager

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Lesson - Visa Information - Application Dashboard

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Lesson - New invoice

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Lesson - Recreate invoice

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Lesson - Add / Edit Fee Help Settings

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Lesson - Add / Edit Employer Tracking

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Lesson - Add / Edit AVETMISS Settings

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Lesson - Agent Dashboard

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Lesson - Edit Agent

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Lesson - Add / Edit Commission template

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Lesson - Add / Edit Bonus invoice

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Lesson - Document Log tile

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Lesson - Communication Log tile

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Lesson - Application tile and list screen

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Lesson - Enrolment tile and list screen

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Lesson - Generating the Training Plans report

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Lesson - Add / Edit Training Plans and Results

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Lesson - Generating offer letters and other letters

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Lesson =- Add/Edit Application Instalments (Invoices)

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Lesson - Convert and Decline Applications

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Video lesson

New Enquiry – Agent

Welcome to your guide on managing agent leads effectively in TEAMS.
In this lesson, we’ll show you how to use the New Enquiry screen to record interest from potential agents and track conversations, even before any contract is signed. You’ll learn:

  • How to access the New Enquiry screen.

  • How to select the Agent enquiry type.

  • How to enter new agent details for tracking and follow-up purposes.

  • What happens when you save the agent enquiry.

  • How to use the burger menu.

By the end of this lesson, you’ll be able to log potential agent enquiries professionally and prepare for seamless conversion into active agents once agreements are signed.

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