Curriculum
Course: Marketing - Operations
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Curriculum

Marketing - Operations

Lesson - View Webform Information

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Lesson - View PRISMS Information

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Lesson - Overseas Information - Application Dashboard

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Lesson - Visa Information - Application Dashboard

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Lesson - Document Log tile

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Lesson - Communication Log tile

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Video lesson

Edit Agent

In this lesson, you will learn how to:

  • Access the Edit Agent Details screen from the Agent Dashboard.
  • Enter and update mandatory fields 
  • Set the Agent Type, link to a campus, and assign an Account Manager, Region, and Marketing Source.
  • How to add Commission templates
  • Provide agent portal access by assigning a username and password.
  • From where and how to add a Contact
  • From where and how to add an address

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