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Agentcis Counsellor Certification
Introduction to Agentcis Counsellor Certification
Course Information & Objectives (0:46)
What & Why Agentcis? (0:43)
Understanding International Education
International Education (1:20)
Challenges during International Education Sales (0:37)
Overcoming Challenges (1:07)
Agentcis Setup
Your Login (0:44)
Your Personal Profile (0:47)
Email Signature (0:45)
Managing System Notifications (1:02)
Managing Email Notifications (1:38)
Personal Email Inbox Settings (1:49)
Agentcis Setup Quiz
Contact Management
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
Services
Service Search (1:21)
Filtering Services (1:07)
Sorting Service Results (0:23)
Service Comparsion (1:02)
Send Comparison to Client (0:53)
Adding Interested Service from Services (0:41)
Adding Application from Services (0:42)
Services Quiz
Interested Services
What is Interested Services
Adding Interested Services (1:24)
Editing Interested Services (1:43)
Creating Application from Interested Service (1:05)
Interested Services Quiz
Client Applications
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
Classroom Management
How to enroll student (1:26)
Managing classroom (2:14)
Product Fees, Sales Forecast & Payment Scheduling
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
Agentcis Actions and Daily Functions
Creating a Task (3:09)
Managing Tasks (0:47)
Sending Emails (2:20)
Email Outbox and Inbox (2:22)
Email Templates (1:07)
Adding Notes (0:46)
Document Upload & Management (2:47)
Setting Appointments (1:21)
Agentcis Actions and Daily Functions
Quotations
What are Quotations? (0:41)
Creating Quotation Templates (1:51)
Using Templates to Create a Quotation (1:12)
Creating Quotations (1:17)
Active Quotations (2:02)
Quotations Quiz
Integration
What is an API? (0:40)
Zapier Integration (4:10)
Connect StudyLink with Agentcis (1:02)
Get API Key (1:06)
How to connect Partner with StudyLink (1:28)
Send Application (2:36)
Updating Commission from Partner in Product Fees (Authorized Users Only)
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