Step 1 - Go to Services from the side navigation bar.



Step 2 – Select the required option from “Search for” dropdown,



Step 3 – Type in the Institution or Course name and click on the “Search” button.



Step 4 – The associated options will appear for you to explore and choose from.



Step 5 – To turn into an Application or Interested Service, click on the respective button.
(Let’s create an Application for example.)



Step 6 – Select the Contact name for whom you want to add the application on the pop-up.



Step 7 – Select the Workflow.



Step 8 – Select the Branch of the Partner.



Step 9 – Click on the “Add & Go to Application” button to go to client’s application detail page or Just click add and continue exploring the best service for your client.

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