Service comparison is a feature that ensures that you select the best-suited service for your clients. This feature allows you to compare, share, and select the best services at the same time. So, to compare services, follow these steps:
Step 1: Go to the service page from the side navigation bar.
Step 2: Select your service category. This could be Education, Visa & Migration, Insurance, and Other Services.
Note: The categories under which the partners are available in the system will only be shown in the dropdown of the category.
Step 3: Add the service keyword that the contacts will.
Step 4: Click on Search
Step 5: click on the +Add to compare list button of each service that you want to compare with one another.
Please Note: You can compare only up to 5 courses at a time.
Step 6: Open the Compare list.
Step 7: Once you have found the services you would like to compare, click on the Pop-up at the bottom right of the page. Then, select the Compare Now button.
Step 8: You will use the comparison summary page. You can compare your services according to their various aspects such as price, course period, or requirements
Step 9: You can generate a PDF document of the comparison list by selecting Generate PDF.
Step 10: After choosing the best service, you can directly add the partner and product as a client’s application or interested service.
Step 11: You can also remove the partner from the compare list simply by selecting “Remove from List”
