Marketing > Agent Dashboard > Enrolments Tile
Enrolment Tile
- Click on the calendar to change the date range of the enrolment tile
- Click on the enrolment icon located in the center of the tile. to navigate to the agent enrolment listing screen.
This screen can be accessed from the Agent Dashboard in TEAMS and provides a comprehensive list of both enrolments that are linked to the specific selected Agent. The displayed enrolments are filtered based on the selected parameters of a particular agent. This screen serves as a centralised hub to track and manage enrolment’s overdue amount. It will also show you Current, Start, and Finished enrolments based on the filters selected.
As you can see below, this screen is divided into two sections:
- Filters/Parameters
- Listing Grid
Filters/Parameters
To open this screen, you would have selected the Enrolments from the Enrolments Tile on the Agent Dashboard. Based on what you selected the system will open the screen and populate the information in this section.
For an explanation of each filter and how the system will use it, click here for more information.
Listing Grid
The system will show you a summary of information for each enrolment linked to the agent. The information that is displayed in the columns for this grid is generally standard information. However, please keep an eye out for any What’s New posts for this screen as this is where we would let you know of any new columns or changes to existing ones that we do.
Icons – Click here to learn more about how to use these icons
Burger Menu – Click here to learn more about how to use the burger menu