Agents Lifecycle and Management in TEAMS

The lesson explains how TEAMS can be used to manage agents from the initial enquiry stage through to active engagement, while also supporting agent financials, performance monitoring, reporting, and portal access.

By the end of this lesson, you will understand:

• How TEAMS tracks the lifecycle of an agent from a potential enquiry through to an active agent
• How agent enquiries submitted through your college website can flow into the Marketing Dashboard
• How active agents can be linked to applicant records and applications across one or multiple programs
• How TEAMS provides performance visibility through charts, graphs, and financial summaries
• How to generate CSV reports such as Agent Performance and Applications Processed for one or more agents
• How commission templates are used to calculate agent commissions in TEAMS
• How to manage agent financials, including commission invoices, commission payments, and bonus invoices
• The difference between Commission Payment and Pending Payment processes in TEAMS
• How to generate financial CSV reports such as Commission Due, Agent Payments, and Agent Transactions
• How the Agent Portal allows approved agents to view their applications and converted students
• How agents can also use the portal to issue reminders to students regarding outstanding fees

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