Agent Employees

Agent employees or counsellors are important for managing agents effectively. By accurately recording and maintaining their information in the system, colleges can attach an agent employee to offers and enrolments for performance monitoring, or simply to ensure a clear and direct communication with the appropriate contacts.

Topics

Search Agent Employees — The employee search feature simplifies locating and managing agent employees. Users can search using various details and perform actions on single or multiple records efficiently.

Agent Employee Details — The Agent Employee Details page provides a centralized view of essential employee information.

Create and Edit Agent Employees — Accurate and up-to-date agent employee information is crucial for smooth operations. Keeping details like contact info, positions, and primary contact status current ensures clear communication and avoids miscommunications or delays.