1. From the TEAMS Workplace
Step 1 – On the TEAMS Workplace, you can see a Search panel at the bottom right hand side.
Step 2 – Enter the first/last name of the student/prospect which you want to search in TEAMS and press the Go button. System will start searching all the results related to the information you entered.
Step 3 – System will give you all the results related to your search and then you can see if the Student/Prospect is there in TEAMS which you were looking for. From the Type column , you can identify if its a Prospect or a Proposal or an Enrolment.
Please Note – You can also search the invoice, receipt, agent, etc. depending upon the permissions you have.
2. From the Prospect Marketing Centre
Step 1 – Go to TEAMS > Marketing > Prospect Marketing Centre.
Step 2 – You can search the desired Prospect/Student from this screen by typing the first/last name in the Search field. System will search for the entered information and will display it under the New / Pen. Proposal / Dec. proposal / Converted tabs depending upon its status.
3. From the Student/Prospect Entry Screen
You can also search the prospect from the Prospect Entry screen (TEAMS > Marketing > General > Prospect Entry) and student from Student Entry screen (TEAMS > Student > General > Student Entry). For this, enter the student/prospects name or student number in the field next to the GO button and press Enter. You can also click on the GO button to search the Student/Prospect.
Still having trouble?
If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at firstname.lastname@example.org or call us on 1300 85 05 85. We’re happy to help!