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

Generating the Training Plans report

In this lesson, you will learn:

  • From the Application Dashboard, navigate to the Details tab.
  • In the top-right corner, click the Print icon to access reporting options.
  • Select the Standard Training Plan option from the dropdown list.
  • This process allows you to quickly create professional Training Plans directly from the application record.

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