Curriculum
Course: Marketing - Setup
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Curriculum

Marketing - Setup

Lesson - Overview of Marketing Features

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Lesson - Lifecycle of a Student

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Lesson - Agents Lifecycle and Management in TEAMS

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Lesson - Webform in TEAMS

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Lesson - Account Managers and tracking performance

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Lesson - Account Managers

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Lesson - Webforms

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Overview of Templates (letters, emails, sms)

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Video lesson

Agents Lifecycle and Management in TEAMS

In this step-by-step video, you’ll discover how to manage the full Agent Lifecycle in TEAMS, helping your college maintain strong partnerships and streamline financial and performance management.

You’ll learn how to:

  • Capture and process agent enquiries from webforms
  • Convert potential agents into Active Agents once contracts are approved
  • Manage agent commissions, payments, and bonus invoices
  • Track agent performance through dashboards and financial summaries
  • Provide controlled Agent Portal access for application tracking and commission visibility
  • Use reports to monitor agent activities, payments, and student performance

This lesson will help you ensure that your agent management process in TEAMS remains efficient, transparent, and fully compliant.

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