Curriculum
Course: 7. Student Service General
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Curriculum

7. Student Service General

Video lesson

Add/Edit Agent

In this lesson, you will learn:

  • How to add an agent to an enrolment from the Enrolment Dashboard.
  • How to navigate to the Student tab.
  • How to select the New Agent option to open the agent selection pop-up window.
  • How to search and select an agent from the available field.
  • How to link the selected agent to the enrolment by clicking the Update button.
  • How to update an existing agent linked to an enrolment.
  • How to navigate to the Agent tab and open the burger menu to select the Add or Update Agent option.
  • How to modify or assign a different agent using the pop-up window.
  • How to save the changes so the selected agent is linked or updated for the enrolment.

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