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

Enrolment tile and list screen

You’ll learn how to:

  • Understand the purpose of the Enrolment Tile
  • Access the Agent Enrolment Listing screen
  • Use advanced search options
  • Track different enrolment stages
  • Monitor enrolment-related information and outstanding enrolment amounts
  • Export enrolment data using the CSV download option for reporting or further analysis

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