Course Curriculum
The course will go through every aspect Agentcis system that is needed in the Counsellor role.
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
days
after you enroll
- Understanding Contacts (0:43)
- Managing Enquires and Converting them to Prospect (1:23)
- Converting Prospect to Client (0:47)
- Adding New Contact (1:32)
- Finding or Searching Contacts (0:42)
- Editing Contact Details (0:34)
- Changing Assignees (0:27)
- Archiving Contacts (0:53)
- Contact Ratings (1:38)
- Contact Management Quiz
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
days
after you enroll
- What are the Applications? (0:58)
- Adding Applications and details (1:16)
- Application Status (0:35)
- Application Actions (0:59)
- Creating Application Related Tasks (1:05)
- Changing Stages in Application & Discontinuing an Application (0:50)
- Discontinuing an Application (1:07)
- Sharing Application with other Team Members (1:23)
- Connecting Agents in Client Application (1:09)
- Important Dates in Applications (1:47)
- Partner’s Client ID (0:47)
- Client Application Quiz
Available in
days
days
after you enroll
Available in
days
days
after you enroll
- What are Product Fees? (0:58)
- Updating Product Fees & Discounts in Interested Service and Application (3:38)
- What is the Revenue Type in Product? (1:06)
- Updating Commission from Partner in Product Fees (Authorized Users Only) (0:55)
- Updating Revenue from Client in Product Fees (0:42)
- What is the Sales Forecast? (0:34)
- How is Sales Forecast calculated? (0:49)
- What is Payment Scheduling? (0:55)
- Setting up Payment Scheduling through Product Fee (1:55)
- Adding or Editing Individual Payment Schedule (1:09)
- Product Fees, Sales Forecast & Payment Schedule Quiz
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
days
after you enroll