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

Account Managers and tracking performance

In this step-by-step video, you’ll discover how to manage and track Account Managers in TEAMS, helping your college monitor sales activity, counselling support, and performance outcomes.

You’ll learn how to:

  • Set up Account Managers as sales representatives or student counsellors
  • Link Account Managers to agents, applicants, applications, students, and enrolments
  • Assign counsellors to support students across all enrolments, or link them at the enrolment level when needed
  • Track Account Manager performance in the Marketing Dashboard and other system reports
  • Generate detailed reports grouped by Account Manager — including Applications Processed, Starters, Finishers, and Current Students — and export them to CSV files for further analysis

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