How can I add a new Application?
There are 4 ways to add an application:
Step 1- Open the client’s detail page.
Step 2- Go to the Application tab.
Step 3- Click on the blue Add button at the right corner of the page.
Step 4- Select the Workflow for the application
Step 5- Now, select the partner (Universities or visa offices).
Step 6– Lastly, select the product (Courses or visa type).
Step 7- Click on the Save button and now you make successfully added an application to the client’s profile. Otherwise, you can add additional applications by clicking the Save and New button.
Step 1- From the Interested Services tab, Click Add button
Step 2- Same as above, Select the Workflow, Partner, Product, and Branch
Step 3- You may add Expected Start Date (when this application may be started) or Expected End Date (when do you think this application would be successful). Once you are done, click the Save button
Step 4- This interested service is not confirmed yet. You need to re-check with the applicant either they would like to apply for this interested service or not. As soon as they confirm it, then we can approve the interested service into the application by clicking the 3 dot button on the right corner. It should appear in the Application Tab.
Step 1- Click Service Tab
Step 2- Choose Service Category (For instance: Education), Search For (For instance: Courses) and click the Search button.
Step 3- It will show you several Partners (college) and Products (Courses or Degrees). You can either add the Application straight away or Add to Compare list (up to 5 partners can be selected).
Step 4 (A)- By clicking Add to Application, a new field will pop up and you need to select Contact, Workflow, and Branch for Partner. Once you are done, click Add or Add & Go to Application straight away.
Step 4 (B)- The time you add several partners into compare list, you can press the Compare button and press Compare Now. After you press Compare now, you can either Add the application straight away to an applicantion or email the comparison to the applicant.
Step 1- Go to the Quotation main menu.
Step 2- Click Create Quotation on the top right side of your screen.
By clicking on this button, a dialogue box will appear that allows you to select a client or prospect to whom you want to send the quotation.
Step 3- Once you have selected your client's name, you will be redirected to the Quotations page where you will have to input some mandatory information on the top right side of your screen.
Step 4- To add quotations you must click on the Add New Line button.
It will redirect you to a dialogue box where you can choose which Workflow, Partner, Product, and Branch in accordance with your client’s choice. These details are mandatory.
Once you have selected these details, you will find that a line of the quotation that you have just selected has appeared in the ‘Products List’ Table.
Step 5- You can preview, edit, send, decline, or archive the draft quotation on the Actions dropdown.
Step 6- After you have sent the draft quotation to your prospect, you will find that the draft has now been listed as ‘Sent’ status.
Step 7- Go to the Particular Client and check the Quotation that you just made. You can Approve it once the applicant responds and agrees with the quotation you sent.
Step 8- As soon as the applicant is in Approved condition, then you can Process it to the application by clicking the dot button and it will appear in the client's application.