New Aplication Step 1 – Student Selection

You’ll learn how to:

• Access the New Application screen from the Marketing menu to begin creating a new application
• Understand the two main sections of the application setup, including Student Selection and Application Details
• Understand how the account manager is automatically assigned once a student is selected
• Link an agent to the application so that commission invoices can be generated correctly
• Understand the importance of agent linking for commission processing and reporting
• Understand template availability rules, including visibility after the template expiry period

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