5. Marketing Operations

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This lesson explains how to create and manage a Student Enquiry in TEAMS before converting it into a formal application. It covers how to access the New Enquiry screen, enter student details, manage address and AVETMISS information, add program preferences, and use additional options such as communication logs, document uploads, and application creation.

This lesson explains how to create and manage an Agent Enquiry in TEAMS before formally approving or signing an agreement with an agent. You’ll learn how to record new agent leads, capture essential details, track communication, and use enquiry management tools to monitor the progress of discussions with potential agents.

This lesson explains how to create and manage an Employer Enquiry in TEAMS. You’ll learn how to record employer leads, enter key employer and address information, assign an account manager, and track communications before approving the employer in the system.

This lesson explains how to use the Enquiries List screen in TEAMS to view, filter, and manage pending enquiries. You’ll learn how to search enquiries by type and date range, review enquiry details, create new enquiries, export data, and perform actions such as editing enquiries, sending communications, or creating applications.

This lesson explains how to begin creating a New Application in TEAMS by selecting or adding a student and entering key application details. You’ll learn how to search for existing students, add new applicants, link agents, and configure important application settings before proceeding to the next stage of the application process.

This lesson explains how to select and configure programs when creating a new application in TEAMS. You’ll learn how to complete the required program fields, understand how program data is linked to campus and intake settings, and manage study weeks, holiday weeks, and additional application options before proceeding in the application wizard.

This lesson explains how to review and manage subject selections during the New Application process in TEAMS. You’ll learn how subjects are automatically loaded based on program configuration, how subject dates are generated, and how to adjust subject schedules when necessary.

This lesson explains how to select and configure fees for a program during the New Application process in TEAMS. You’ll learn how to choose relevant fees, manage commission settings, apply discounts, and decide whether invoices should be generated as a single invoice or through an instalment plan.

This lesson explains how to review and adjust invoices generated during the New Application process in TEAMS. You’ll learn how invoices are automatically created based on selected fees and instalment plans, and how to adjust invoice dates, study periods, or redistribute fee amounts while maintaining the correct total balance.

This lesson explains how to review the final invoice preview during the New Application process in TEAMS. You’ll learn how to review both student and agent invoices, add deposit amounts, adjust agent commission details, and include invoice notes before completing the application.

This lesson explains how to finalise an application and generate the Offer Letter in TEAMS. You’ll learn how to configure AVETMISS settings, add OSHC provider details, navigate to the Application Dashboard, and generate offer letters using the appropriate templates based on the programs included in the application.

This lesson explains how to use the Application List screen in TEAMS to view, filter, and manage applications. You’ll learn how to search applications using filters, review application details, export data, and perform actions such as editing, approving, declining, or communicating with applicants.

This lesson explains how to use the Applicant Dashboard in TEAMS to view and manage all key information related to an applicant. You’ll learn how to review applicant details, manage applications and financial information, track communications, store documents, and access important compliance and profile data.

This lesson explains how to edit applicant details in TEAMS. You’ll learn how to locate an applicant, access the Edit Applicant screen, update basic applicant information, and understand the differences between editing data at the applicant level and student level.

This lesson explains how to add or update address details using the Student Address screen in TEAMS. You’ll learn how to manage AVETMISS, local, and mailing addresses, understand mandatory address requirements, and ensure address information is recorded accurately for applicants and students.

This lesson explains how to add or update overseas information for applicants or students in TEAMS. You’ll learn how to record passport details, international contact information, overseas next of kin, immigration-related information, and OSHC or healthcare provider details.

This lesson explains how to add or edit an Account Manager for an application in TEAMS. You’ll learn how to link an account manager from the Applicant, Student, or Application Dashboard and understand the rules and limitations associated with assigning account managers.

This lesson explains how to add and manage visa and CoE information for applicants and students in TEAMS. You’ll learn how to record visa details, link enrolments, and update visa records from the Applicant or Student Dashboard.

This lesson explains how to add and manage holidays for applicants and students in TEAMS. You’ll learn how to record holiday periods, understand how holidays affect enrolments and subject dates, and manage holiday information from the relevant dashboard.

This lesson explains how to add and manage English Proficiency details for applicants and students in TEAMS. You’ll learn how to record different types of English language evidence, including first language status, IELTS results, English studies in Australia, and English language assessment test details.

This lesson explains how to add and manage conditions for applicants and students in TEAMS. You’ll learn how conditions are used in offer letters, where they are set up, and how to apply them correctly at the applicant or student level.

This lesson explains how to add or update AVETMISS information for applicants and students in TEAMS. You’ll learn how to record key AVETMISS compliance details required for accurate VET data collection and reporting.

This lesson explains how to add and manage Next of Kin details for applicants and students in TEAMS. You’ll learn how to record Australian Next of Kin information, manage multiple Next of Kin records, and understand where to enter overseas Next of Kin details.

This lesson explains how to use the Agent Dashboard in TEAMS to view and manage agent-related information. You’ll learn how to review agent profiles, monitor applications and enrolments linked to agents, analyse agent performance, and track financial transactions and communications.

This lesson explains how to add or edit agent information using the Agent Entry screen in TEAMS. You’ll learn how to manage agent details, configure commission settings, assign account managers, and record contact and address information.

This lesson explains how to create a Bonus Invoice for an agent in TEAMS. You’ll learn how bonus invoices differ from commission invoices and how to record additional payments for agents linked to a campus or specific enrolment.

This lesson explains how to use the Agent Application List screen in TEAMS to view and manage applications linked to a specific agent. You’ll learn how to filter applications, review application details, export application data, and perform actions such as editing, approving, declining, or communicating with applicants.

This lesson explains how to use the Agent Enrolment Tile and Enrolment Listing screen in TEAMS to view and manage enrolments linked to an agent. You’ll learn how to filter enrolment records, review enrolment details, and export enrolment data for reporting and analysis.

This lesson explains how to use the Main Dashboard in TEAMS to monitor student activity, manage communications, and access key workflows. You’ll learn how to navigate dashboard tiles, search for applicants or students, and use summary tiles to track enrolments, reminders, alerts, and communications.

The Application Dashboard provides a complete overview of an applicant’s course application, displaying profile details, financials, AVETMISS information, documents, communication logs, and agent-related data.

The Edit Application process allows you to update a pending application when changes are required, such as course deferment, date amendments, or program changes.

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The New Invoice screen allows users to create new invoices or instalments for an application by selecting fees, entering invoice details, and allocating charges across one or more instalments. This feature is accessed from the Financial tab on the Application Dashboard.

The Recreate Invoice function allows you to split an existing application invoice into multiple instalment invoices. This tool is accessed from the Application Dashboard and provides flexible options for adjusting invoice dates, frequencies, and fee distribution.

The Employer Tracking screen allows funded and non-funded colleges to record and manage employers linked to a student’s application or enrolment. It is primarily used for User Choice and other funded contracts, but can also be used to record employers for work placement purposes.

The AVETMISS Settings screen is used to set up and manage all compliance-related fields required for AVETMISS reporting at both the application and enrolment level.

The Add / Edit Training Plans and Results screen allows you to manage all subjects linked to an enrolment. You can correct result errors, update dates, add new subjects, assign trainers, and perform key academic actions such as commencing subjects, linking notes, or sending communication.

This lesson explains how to generate a Training Plans report from the Application Dashboard by selecting a template, generating the report, and viewing it through the report viewer.

The Edit Application process allows you to update an existing application for situations such as course deferment, date changes, or course changes. You can edit pending applications from the Applicant Dashboard or update program, subject dates, and invoices through the Application Dashboard.

This lesson explains how to generate Offer Letters from TEAMS using the Applicant, Application, or Student Dashboards. You’ll learn how to select applications, choose templates, generate the letter, and download or email it directly from TEAMS.

This lesson explains how to generate and email offer letters or enrolment acceptance letters from the Applicant Dashboard. You will learn how to select a template, generate the letter, view the report, and email it with attachments and custom sender details.

The Add/Edit Application Instalments screen allows you to create new invoices or update existing ones at the application level. You can manage invoice details, add or edit fees, apply discounts, and update notes before saving the final invoice.

Learn how to manage student applications from the Applicant Dashboard, including reviewing application details, converting pending applications into active enrolments, and declining applications when required.