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Creating an Agency Account

Sending emails and attachment documents to Agents

Managing Enquiries and Estimates

Sales Cloud Overview

How to: Create a Student Direct Lead, convert to Account & Opportunity, create an Estimate

How to: Create an Agent Student Opportunity, a related Estimate and convert to Enrolment

How to: Convert an Estimate to an Enrolment

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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.

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