Adding Application from Services

How to add application from services?

You can directly add an Application from Services. This will save up your time of adding an application separately.  To do so, please confirm if you have the permission


Then follow the following steps:

Step 1:Click on the services from the side navigation bar. 

Step 2: Select your service category. This could be Education, Visa & Migration, Insurance and Other Services.


Step 3: Then type in the keyword and click on the search button to display all the relevant results. 


Step 4: Add the service keyword that the contacts will.


Step 5: Click on Search



Step 6: Select the Add Application button.



Or, if you are on the comparison list, scroll down to the bottom of the comparison page and click on the Add to Application button of the chosen service.


Then, fill out the details of the client to whom an Application is to be added and then select either Add or Add & Go To Application to add the Application to the contact.

If you select the Add tab then the application will be added to the client profile for whom you have added and if you select the option Add & Go to Contact then the application will be added to the client and the profile of the contact will open.


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