Main Dashboard > Marketing Menu
When accessing the Marketing section from the main menu, you will be presented with a selection of icons that serve as shortcuts to various screens and reports related to marketing activities. These icons enable easy navigation to different sections where you can perform tasks such as managing applications, handling inquiries, and processing agent transactions on a daily basis.
Main Dashboard > Student Management > New Enquiry Sub-Menu > Employer Enquiry
This screen allows you to enter enquiries (new leads) of the Employers, so you can track communication and the progression of discussions with them.
Main Dashboard > Student Management > New Enquiry Sub-Menu > Student Enquiry
This screen allows you to enter enquiries (new leads) of the students, so you can track communication and the progression of discussions with them.
Main Dashboard > Student Management > New Enquiry Sub-Menu > Agent Enquiry
This screen allows you to enter enquiries (new leads) of the agents, so you can track communication and the progression of discussions with them.
Main Dashboard > Student Management > New Enquiry Sub-Menu
This screen allows you to enter enquiries (new leads) so you can track communication and the progression of discussions with them. Based on the type of college you will determine what type of enquiry you are entering. There are three enquiry types that are –
Below is the table that will show the columns and their explanations.
| Columns | Explanation |
|---|---|
| Student No | Student number generated by TEAMS |
| Student Name | Student name entered on the edit student details screen |
| Campus | Campus name in which the student/applicant is enrolled |
| Enrolment No | Enrolment number generated by TEAMS |
| Enrolment Type | It will show you the enrolment type selected on the Edit Enrolment details screen |
| CRICOS Code | CRICOS code updated for the programs |
| Program | Program name |
| Start Date | Start date of the Enrolment/Application. |
| Processed Date | Processed date of the Enrolment |
| Started | This column will display as Yes if the enrolment is started and No if the enrolment is not started |
| Finished | This column will display as Yes if the enrolment is finished and No if the enrolment is not started |
| End Date | End date of the Enrolment/Application |
| Duration Weeks | The total duration of the programs linked to the enrolment in weeks |
| Study Weeks | The total study weeks of the Enrolment |
| Account Manager | The Account Manager linked to the Student/Applicant |
| Agent | The Agent linked to the enrolment |
| Nationality | The Nationality of the student/applicant |
| Visa Type | Visa type of the Student/Applicant selected on the Visa Details screen |
| Enrolment Date | Enrolment processed date |
| Amount Owing | The Amount Owing by the Student/Applicant. |
| Tuition Fee | Total Tuition Fee of the Student/Applicant |
| Country | The Country of the student/applicant selected in the Edit Student |
| User | User name by which the Student/Applicant has been created. |
| Agent Address | Address details of the agent linked to the student/applicant. |
| Marketing Source | The Marketing Source (Social Media, Word of Mouth etc) |
| Level of Student | The Level of student/applicant selected in the Edit Student |
| Enrolment Outcome | It will show you the enrolment outcome selected on the Edit Enrolment details screen |
| Region | Region of the Student/Applicant |
| Skype Name | Skype name of the student/applicant |
| Email address of the student/applicant | |
| Mobile | Mobile number of the student/applicant |
| Phone | Phone number of the student/applicant |
| International Phone | International number of the student/applicant |
| Employer | The Employer name linked to the Student/Applicant. |
| Enrolment Status | The Enrolment Status (started, not yet started) will display under this column. |
Below are the filters and their explanation for the Applications Processed Report.
| General Tab Filters | Explanations |
|---|---|
| Report start date | Select the report start date from the calendar |
| Report end date | Select the report end date from the calendar |
| Campus | Select specific campus from the dropdown. |
| Program | This is a magic search field and you can search and select the program |
| Enrolments to include | This dropdown will show you (current, to start and finished). You can select them as you required |
| Group By | Please see TEAMS Basics |
| Sort by | Please see TEAMS Basics |
| Asc/Desc | Please see TEAMS Basics |
| Advance Tab Filters | |
| Enrolment Type | You can select the Enrolment Type from the drop-down |
Select the “Print” Icon 
to generate the report. After clicking on it, the system will direct you towards the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.
The below table will show you the columns and their explanation that will get printed in the report.
| Columns | Explanation |
|---|---|
| Application Creation Date | Creation date of the application |
| Application No | Application number generated by the system |
| Applicant Name | Applicant name updated on the Edit applicant details screen |
| Date of Birth | Date of birth of the Applicant |
| Campus | Campus name under which the applicant is enrolled |
| Program | Program name under which the applicant is enrolled |
| Preference | |
| Nationality | Nationality of the Applicant |
| Agent | Agent name linked to the applicant |
| Employer Name | Employer name linked to the applicant |
| Start Date | Start date of the program |
| Duration | Duration (in weeks) of the program |
| Total Fee | The total fee of the program |
| User | User name |
| Application Type | Application type (CoE or Non CoE) selected in the system |
| Application Status | The current Application status (Current or Converted) will display under this column |
| Student No | The student number generated by the system |
| Marketing Source | The marketing source of the applicant (Newspaper, agent etc) |
| Account Manager | The account manager’s name selected at the Applicant level |
| Total Tuition Fees | The total tuition fees of the program |
| Total Other Fees | The total amount of other fees will display under this column |
| Program Name | Name of the program |
| Level of Student | The Level of the applicant selected in the Edit Student screen |
| Region | Region of the Student/Applicant |
| Phone No | Phone number of the applicant |
| Mobile No | Mobile number of the applicant |
| Email Address | Email Address of the applicant |
| International Phone No | International phone number of the applicant |
| Last Contact | The last contact log that has been made in the system |
| Agent Email ID | Email address of the agent |
| Skype | Skype ID of the applicant |
| Onshore/Offshore Status | Onshore or Offshore status of the applicant |
| Agent Commission | Total agent commission |
The Application Status Report Filters screen will show you two different tabs General and Advance. Below tables will show you filters and their explanations.
| General Filters | Explanation |
|---|---|
| Dates based on | The system analyzes Applications by Application Creation Date, Application Start Date, or Converted Date. Choosing a specific date or date range in the “Report start date” and “Report end date” fields shows the number of applications accordingly. |
| Report start date | Specify dates based on the selected option in the “Dates based on” field. For example, if “Application Creation Date” is chosen and a date range is entered, the system will retrieve applications created within that range. |
| Report end date | Select the report end date from the calendar icon |
| Campus | You can select a specific campus from the dropdown. |
| Program | This is a magic search field and you can search and select multiple programs |
| Application Status | Select the Application Status (All, Current and Converted) from the dropdown. |
| Group By | Please see TEAMS Basics |
| Sort By | Please see TEAMS Basics |
| Asc/Desc | Please see TEAMS Basics |
| Advance Filters | Explanation |
|---|---|
| Overseas/Local Student Status | This dropdown has two different tick boxes overseas or local students. You can select them as you required |
| Application Type | The dropdown will show you application type based on what you have added in the system from User Code screen |
| Agent | Select the specific agent |
| Employer | Select multiple Employers from this dropdown field. |
| Account Manager | Select multiple Account Managers from this dropdown field. |
| Marketing Source | Select multiple Marketing source options from this dropdown field. |
| Nationality | select Nationality from the dropdown field. |
Select the “Print” Icon to generate the report. After clicking on it, the system will direct you towards the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.
Main Dashboard > Marketing Menu > Application Status Report
The Application Status Report will show you the current status of every application in the selected date range whether the application is converted or not.
Application Status Report Filters
Application Status Report Data Columns
