5. Marketing Operations

Learn how to use the Marketing Dashboard in TEAMS to monitor enquiries, applications, enrolments, revenue, and agent performance from a single, central view.

The New Enquiry screen allows users to capture and manage student enquiries before creating an application. It enables entry of student details, address, AVETMISS information, preferences, and supports actions like creating applications and communication logs.

Learn how to create and manage a new agent enquiry in TEAMS to track potential agents before agreement approval.

Learn how to create and manage an employer enquiry in TEAMS to track employer details and communication before approval.

The Enquiries Listing Screen displays all pending student enquiries for a campus within a selected date range. Users can filter results, view enquiry details in a structured grid, download data as CSV, and perform actions such as creating applications, editing enquiries, sending notifications, and managing contact logs.

Learn how to search for or create a student and complete key application details before proceeding to the next step.

Learn how to select programs and complete mandatory fields in the application wizard, ensuring accurate setup before proceeding.

Learn how to review and manage subject selection during the New Application process in TEAMS, including automatically populated subject dates and compulsory subject rules.

Learn how to select and manage fees for a new application, including tuition, application, and other charges. Customize quantities, apply discounts, manage commissions, and generate invoices efficiently.

Review and adjust generated invoices. You can edit dates, amounts, and study period, but the total fee must stay the same. You can also recalculate invoices by number or pattern before proceeding.

Learn how to review and adjust student and agent invoices before finalising the application in TEAMS.

This step confirms that your application has been saved successfully and allows you to perform key follow-up actions such as updating AVETMISS settings, adding OSHC details, accessing the application dashboard, and generating offer letters based on selected templates and program structure.

Learn how to filter, review, and manage student applications in TEAMS using the Application List screen, including individual and bulk actions.

Learn how to navigate and use the Applicant Dashboard in TEAMS, including managing applicant details, applications, financials, documents, and communication records.

Learn how to edit basic applicant details in TEAMS, including accessing the edit screen and understanding system limitations at the applicant stage.

Learn how to add or update an applicant’s address in TEAMS, including AVETMISS Address, Current Address, and Mailing Address details, suburb selection, and copy address options.

Learn how to add and update overseas information for applicants in TEAMS, including passport details, overseas contacts, and OSHC provider information.

Learn how to add, update, or remove an Account Manager for applicants and students in TEAMS, including key system rules and limitations.

This lesson provides the foundation for correctly recording and maintaining visa and CoE information in TEAMS so that student and applicant records remain current, accurate, and easy to manage.

In this lesson, you will learn how to add, edit, and manage Applicant Holidays and Student Holidays in TEAMS, and how holiday settings can affect applications, enrolments, attendance, and subject dates.

Learn how the Webform Information screen in TEAMS displays a read-only summary of the fields submitted through the student webform on your website.

Learn how the PRISMS Information screen in TEAMS provides a read-only, consolidated view of overseas student information to support faster PRISMS and CoE processing.

In this lesson, you will learn how to add or update English Language Proficiency information in TEAMS for both applicants and students.

Learn how Applicant and Student Conditions work in TEAMS, where to add them, how they link to offer letters, and what must be in place for conditions to print correctly.

AVETMISS, or the Australian Vocational Education and Training Management Information Statistical Standard, is the national data standard used to ensure consistent and accurate capture and reporting of VET student information. This lesson explains where users can access the AVETMISS edit screen, what information can be recorded there, and how the workflow changes once an applicant has been converted into a student. 

Learn how to add, edit, and manage Next of Kin details for applicants and students, including handling multiple records and distinguishing between Australian and overseas contacts.

Learn how to effectively use the Agent Dashboard in TEAMS to monitor agent performance, track applications and enrolments, and manage financials, documents, and communication activities in one place.

Learn how to edit and manage agent details in TEAMS, including contact information, address settings, commission options, portal access, and additional agent records

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.

The Application tile displays the total number of applications linked to an agent. By accessing the Application Listing screen, users can filter results, view application details, create new applications, and perform individual or bulk actions.

Learn how to use the Application Dashboard in TEAMS to review application details, manage related settings, view financial and agent information, and track documents and communication records.

Learn how to edit a pending application in TEAMS from either the Applicant Dashboard or the Application Dashboard, including updating dates, course details, subjects, fees, invoices, and the final offer letter.

This screen allows you to view the applicant’s overseas information from the Application Dashboard.
Note: The details are read-only and cannot be edited or updated from this screen.

This screen allows you to view the applicant’s visa information from the Application Dashboard.
Note: The details are read-only and cannot be edited or updated from this screen.

Learn how to add or update an Account Manager for an application in TEAMS from the Application Dashboard, and understand the system rule that only one Account Manager can be linked to an application.

Learn how to create a new invoice or instalment from the Application Dashboard in TEAMS, including invoice setup, fee selection, discounts, instalment plans, and final invoice generation.

Learn how to use the Recreate Invoice function in TEAMS to split one existing invoice into multiple instalments based on selected dates and frequency settings.

Learn how to use the Employer Tracking screen in TEAMS to link employers to an application or enrolment for funded contract tracking or work placement recordkeeping.

Learn how to configure AVETMISS Settings in TEAMS to ensure compliance for applications and enrolments, including national, state, and subject-level requirements.

Learn how to use the Training Plan and Results screen in TEAMS to manage group training plans, linked subjects, and application-level result details.

Learn how to generate a standard Training Plan report from the Application Dashboard in TEAMS using the print option and a selected template.

Learn how to generate an Offer Letter in TEAMS from the Applicant, Application, or Student Dashboard, including template selection, report access, downloading, and email delivery.

Learn how to generate and email Offer Letters or Enrolment Acceptance Letters from the Applicant Dashboard in TEAMS, including template selection, attachments, and email options.

Learn how to add or edit application instalments (invoices) in TEAMS, including invoice details, fee items, discounts, and due dates.

Learn how to manage student applications from the Applicant Dashboard in TEAMS, including how to convert pending applications into enrolments or decline them.