Curriculum
Course: 5. Marketing Operations
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Curriculum

5. Marketing Operations

Marketing Dashboard

0/2

New Enquiry

0/6

Enquiries List

0/2

New Application

0/14

Application List

0/2

Applicant Dashboard

0/24

Agent Dashboard

0/6

Application tile and list screen

0/2

Enrolment tile and list screen

0/2

Commission Template

0/1

Application Dashboard

0/16

Training Plans and Results

0/2

Generating the Training Plans report

0/2

Generating offer letters and other letters

0/2

Emailing Offer letters / Enrolment acceptance letters

0/2

Application instalments (invoices)

0/2

Convert and Decline Applications

0/2
Video lesson

New Enquiry – Agent

You’ll learn how to:

  • Understand how to access the New Enquiry screen from the Marketing menu
  • Learn how to select the Agent enquiry type and proceed to the next step
  • Explore how to capture key agent enquiry details for tracking new leads
  • Understand how this screen helps monitor communication and progress with agents
  • Learn how to save the enquiry and store the information in the system
  • Discover how to use the burger menu to access additional actions, such as:
    • Creating a communication log
    • Approving the agent

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