Curriculum
Course: 5. Marketing Operations
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Curriculum

5. Marketing Operations

New Enquiry

0/7

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

Agent Financials Listing

0/2

Commission Template

0/2

Marketing Dashboard

0/24

Application Dashboard

0/17

Training Plans and Results

0/2

Generating the Training Plans report

0/2

Editing applications

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

Agent Dashboard

You’ll learn how to:

  • Understand the purpose of dashboards in TEAMS
  • Analyse agent performance using the Agent Performance tile
  • Access detailed financial transaction records
  • Track communication history with agents

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