You’ll learn how to:
The Application tile shows the total number of applications linked to an agent, based on the selected date range.
Users can create a new application using the plus icon or navigate to the Application Listing screen by clicking the tile.
The screen is divided into a Filters section and an Application Listing Grid.
Filters allow users to refine results using criteria such as dates, student details, program, intake, application type, marketing source, agent, account manager, and status.
Additional checkboxes help filter applications based on services like homestay, airport pickup, or application dates.
The Listing Grid displays key application details and allows navigation to application or applicant dashboards.
Users can export data, perform actions like approve, decline, edit, send notifications, and use the Burger Menu for bulk actions.
IMPORTANT: At the end of this lesson, you’ll need to complete the quiz before moving on to the next topic.