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Creating an Agency Account |
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Sending emails and attachment documents to Agents |
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Managing Enquiries and Estimates |
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Sales Cloud Overview |
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How to: Create a Student Direct Lead, convert to Account & Opportunity, create an Estimate |
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How to: Create an Agent Student Opportunity, a related Estimate and convert to Enrolment |
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How to: Convert an Estimate to an Enrolment |
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Can’t find what you need? |
If you can't find what you are looking for, please login to your Service Desk account and raise a ticket here: https://cloud-base.atlassian.net/servicedesk/customer/portal/1 or email full details to support@schoolworks.co.uk.