Curriculum
Course: 4. Main Dashboard
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Curriculum

4. Main Dashboard

Video lesson

Agent Contract expiring (next 30 days) and expired

In this lesson, you will learn:

  • What the Agent Contracts Expiring (Next 30 Days) and Agent Contracts Expired alerts represent.
  • How TEAMS identifies expiring and expired contracts based on the Expiry Date stored in the Agent Entry screen.
  • How to navigate to the Agent Dashboard and access the agent record using the Edit Agent icon.
  • How each screen is divided into a Filters/Parameters section and a Listing Grid.

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