Prospect Marketing changes

You can watch the video below and read the step by step guide.

As part of us continuing to improve TEAMS for our clients and based on the feedback we have received, we have made changes to the Pend. Proposal tab and how the system will display information for our users. The changes listed below in the Pend. Proposal tab also relate to the new fields that we introduced in this update for the Package Proposal > Course tab and how we will display that information.

Pend. Proposal tab

The below screenshot shows how the Pend. Proposal tab looks like before the update:-

And the screenshot below is how the Pend. Proposal tab will look after the update:

As you can see, we have removed some columns and added a new column called Additional Information and this is where the new icons will be. Also, where we have removed columns, the data for them will now be represented by icons in the Additional Information column as well. We also removed some of the shortcut icons that were in the last column, as they were redundant and will not be used in TEAMS anymore. 

The Additional Information icons are as follows:

IconDetails

This icon will appear If the student is ticked as Overseas.

 

This is for the Agent and has a tooltip displaying the Agent information

 

This is for the Employer and has a tooltip displaying the Employer information

 

This is for the Last Contact entry that was made in the Contact Log. When you select this it will show you the notes for the entry.

If you have selected the student’s proposal package type as Internal Package then it will show this blue box icon. When you move your cursor onto it, it will give you the information that you have selected in the dropdown

If you have selected the student’s proposal package type as External Package then it will show this orange box icon. When you move your cursor onto it, it will give you the information that you have selected in the dropdown and start date.

 

If you have selected the tick box for a student’s proposal of Does this Enrolment require Orientation then this star icon will be displayed.

When you have selected the student’s proposal with Student Type of New Student, then you will see this green graduation cap icon.

When you have selected the student’s proposal with Student Type of Returning Student, then you will see this red graduation cap icon.

You can also see the above icons in the below screens as well.

  • Proposal Centre > Proposal summary section,

Enrolment Centre > Enrolment Summary section and

Student Centre > Enrolments tab.