Application List

This lesson explains how to use the Application List screen in TEAMS to view and manage application records from one central location. It introduces the layout of the screen, the main filtering options available, and the practical actions staff can take when reviewing and processing applications.

• Shows how to access the Application List screen from the Marketing Dashboard.
• Explains how the screen is divided into two main areas: the filters section and the listing grid.
• Outlines how filters such as date range, campus, program, intake, application type, marketing source, agent, account manager, and status can be used to narrow the results.
• Describes the key application details shown in the grid, including application number, student, campus, program, intake, status, and related actions.
• Explains how users can manage individual applications by creating new records, converting, declining, editing, emailing, sending SMS, or adding contact logs.
• Highlights how the burger menu and CSV option support bulk processing, reporting, and follow-up tasks.

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