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
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Application Dashboard
Preview -
Application Dashboard Quiz
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Edit Application
Preview
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Edit Application Quiz
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Overseas Information - APLD
Preview -
Add/Edit Account Managers
Preview
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Visa Information - APLD
Preview
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APLD - New Invoice
Preview
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APLD - New Invoice Quiz
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APLD - Recreate Invoice
Preview
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APLD - Recreate Invoice Quiz
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Delete Invoices
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Delete Invoices Quiz
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Add/Edit Employer Tracking
Preview
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Add/Edit Employer Tracking Quiz
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Add/Edit AVETMISS Settings
Preview
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Add/Edit AVETMISS Settings Quiz
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
Application Dashboard
In this lesson, you will learn:
- Dashboards in TEAMS provide quick summaries and links to detailed screens, allowing staff to access deeper information as needed.
- The Application Dashboard contains multiple tiles, each showing key information about an application.
- Users can send new emails or SMS from this tile and create contact logs to record phone conversations, meetings, or communication with the applicant or agent.
IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.