How to search for a Prospect or Student in TEAMS

There are three ways to search for a Prospect or a Student in TEAMS.

  1. From the TEAMS Workplace

  2. From the Prospect Marketing Centre

  3. From the Student/Prospect Entry Screen

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 support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!