---
title: "Adding applications and details"
description: "How to add application to the contact?"
url: https://support.agentcis.com/en/articles/58-adding-applications-and-details
collection: "Application"
updated: 2026-10-30
language: en
---

# Adding applications and details

How to add application to the contact?

To convert a **prospect into a client** or to process **additional services for an existing client**, you need to **add an application** to their profile. Applications are central to managing the services a client has chosen, and they help track the process through predefined workflows.

👉 **Not sure what an application is?**  
Read this article to understand the concept in detail:  
[**Defining Application**](https://support.agentcis.com/en/articles/56-defining-application.md)

## Prerequisites

Before you begin, make sure you have the necessary **permissions** to add an application. If the “Add” button is not visible, please contact your system administrator to request access.

Also, please note:

-   The **Application** must be connected to a **Workflow**, **Partner**, and **Product**.
    
-   An **Email ID** for the contact is **mandatory** to proceed, as it is required for communication and process automation during the application lifecycle.
    

## Step-by-Step Guide to Adding an Application

### **Step 1: Open the Contact’s Profile**

Navigate to the profile of the client or prospect you want to add the application for.

### **Step 2: Go to the "Application" Tab**

Inside the contact’s profile, click on the **“Application”** tab to view existing applications or start a new one.

![](https://staticfiles.gleap.io/ghelparticle/kVVqnqvPBWfz4bploInq7y3uf1A4wt9alJnHZAq4sYiVfwJiCVBslSDSdHY9D9G0wWZ5looBu0d.png)

![](https://staticfiles.gleap.io/ghelparticle/4VTrB3mi26gHynXH3aadv2TtA4sQ41B1d9VLht49jIHA16ljop2kVZ45kt4BImwZe65FCWo3WBE.png)

### **Step 3: Click on the “Add” Button**

Click the **“Add”** button to begin the application creation process.

_Note: This option will only be visible if you have permission to add applications._

![](https://staticfiles.gleap.io/ghelparticle/tBCwR02pfAolS6ns8RRlzHLXHmjnR8thkr8kfcx7njlrUgwh6fVGMuEEswJihwiMXSB4yvMs45g.png)

### **Step 4: Fill in Application Details in the Pop-up**

A pop-up window will appear where you can enter the application details.

### **Step 5: Select the Workflow**

From the dropdown menu, choose the appropriate **Workflow** that matches the service you are processing (e.g., University Admission, Visa Process, Language Test).

![](https://staticfiles.gleap.io/ghelparticle/TgbLQ7obIwrZr95nu4XtaF64taM8Qf8EwbzKKPUl9CVucJgdJV0y74b2QrTIVL41rR1xE7Sp5Yb.png)

**Step 6: Select the Partner**

Next, select the relevant **Partner**, such as a university, college, or service provider.

![](https://staticfiles.gleap.io/ghelparticle/SZN5D8gyTjxyl4Yawy0ZMMAnHA74arZc6AnsLgJ0AiBZ7DDIdU9BxRAZCFqjTUWfyi7BgVRrZPR.png)

### **Step 7: Select the Product**

Choose the specific **Product** the client is applying for (e.g., Bachelor of IT, Master of Business, English Preparation Course).

![](https://staticfiles.gleap.io/ghelparticle/U2FcuvmPXTrYDcpzexWBl5HRCOPZewu97Ny286PH7LG7JYIv9Tk5610lfILRSeQnOEPteYo5XcA.png)

## Step 9: Add a Package Course _(Optional)_

If your client is enrolling in a **package program** (for example, an English course followed by a Bachelor’s program), you can add additional courses to the same application.

> **Info:** Note: You can add additional three progression partner and product for the package course under the same application.

To add the progression course for the same application, select the **Add Course** option.

> **Info:** Note: The progression Partner and Product you add for a package course must be within the same **Workflow** as the Foundation course.
>
> **For example**, if the foundation application is under the **University Admission Workflow**, then any package or progression courses you add (such as Diploma, Bachelor’s, or Master’s programs) should also be selected from the **University Admission Workflow**. This ensures the application remains consistent and can be tracked smoothly within the same process.

### What should be done if the Partner or Product is missing while adding an application?

If you do not see the required **Partner** or **Product** in the dropdown list while adding the application, there could be a couple of reasons:

-   The **Partner** or **Product** might **not have been added** to your portal yet.
    
-   You might have **chosen the wrong Workflow**, which does not include the desired Partner or Product.
    

In such cases, you can **import the missing Partner and Product directly from the Agentcis Database**. This ensures you have access to a wide network of institutions and services already available in the system.

👉 Learn how to do this here:  
[**Importing Partner and Product from Agentcis Database**](https://support.agentcis.com/en/articles/152-importing-partner-and-product-from-agentcis-database.md)

### **Step 8: Save the Application**

Click:

-   **Save** – to create the application and return to the profile.
    
-   **Save & New** – to create the current application and start a new one for the same client.
    

![](https://staticfiles.gleap.io/ghelparticle/J4e7Bsb4YbyMykJuiIWJBQhPwFGO0xbGgo92w1NJMw6nhyYgRH0R0uO7MpzVBtnjW54HCvTCRLd.png)

You can add **multiple applications** for a single client, depending on the services they are interested in.

Adding an application is a critical step in moving a prospect through your sales pipeline or expanding services for an existing client. By connecting each application to the right workflow, partner, and product—and using the Agentcis database when needed—you ensure a smooth, organized, and efficient client experience.