Add/Edit Agent

This lesson explains how to link or update an agent for a student enrolment in TEAMS. It covers both methods available through the Enrolment Dashboard and shows how agent information can be managed efficiently from the Student and Agent tabs.

• Explains how to add a new agent from the Student tab using the burger menu and the New Agent option.
• Describes how the pop-up window allows you to select and link an agent to the enrolment.
• Shows how to update an existing agent from the Agent tab using the Add or Update Agent option.
• Highlights how agent details can be modified and saved directly from the update screen.
• Emphasises that the selected agent becomes linked to the enrolment and is reflected in agent-related financial and reporting areas.
• Reinforces the importance of correctly linking agents to ensure accurate commission tracking and communication.

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