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

Enquiries List

You’ll learn how to:Access and navigate the Enquiries List screen to view all pending enquiries for a selected campus and date range

  • Displays pending enquiries for a selected date range.
  • Access via Marketing Dashboard (Student Enquiry count).
  • Includes Filters to refine results.
  • Use + Enquiry to create a new enquiry.
  • Listing grid shows key enquiry details.
  • Click a student name to view/edit details.
  • Perform actions: create application, edit, decline, email, contact log, delete.
  • Export data using CSV.
  • Use Burger Menu for bulk contact logs.

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