User Guide - Agents

Agents

Subagent Master

  • This module will allow you to add agents/subagents in the system.
  • The search options will enable you to search agents/subagents through Company Name, Country, Application From Date, Application To Date, Application Status as search options.
  • The tabular representation displays details like Company Name, Contact Person, Country, Applied Date/Time, Application Status, External Form Link, and Action will be displayed. The External Form link will allow you to allot a separate application form link to each agent/subagent.
  • The Action column will enable you to edit, delete as well as change the application status of the agents/subagents.

Manage Agent Commission

  • This module allows you to save the commission paid by you to the agents/subagents for each student per installment.
  • The search options will enable you to search applicants through Course, First Name, Last name, Application No, Application Date, Intake, Source, Sub-Agent and many more options.
  • The tabular representation displays details like Student Name, Application No, Application Date, Application Type, Course, Intake and Installments.
  • The data can be exported in Excel, CSV and PDF Format. The provision for printing has also been given.

Meeting Scheduling

  • This module allows you to schedule meetings with the institute for the enrolled applicants.
  • The search options will enable you to search schedules through From date and End Date.
  • The tabular representation displays details like Student name, Course, Agent Name, Contact number, Email id, Meeting Date/Time, Meeting Reason, Action.
  • The Action column will enable you to edit and delete the meeting schedule.
  • The data can be exported in Excel, CSV and PDF Format. The provision for printing has also been given.



Please feel free to email or call our team representative.

Click here



Demo Request

This form collects your details so that our representatives can communicate with you and provide you assistance regards our products and services.