A Course Enrolment can only be attached to one agent and promotion.
REQUIRED Pre-Steps:
- You need to have a Course Enrolment and ensure setup is complete for at least one agent and optionally at least one promotion
- Ensure that the promotion is attached to that agent if required
1
Navigate to LRM > Learners
2
Add Agent to Course Enrolment
- Open the relevant Learner details page for the learner you wish to attach
- In the Enrolment section of the client page, Click on the name of the relevant Course Offer
- On the Left Navigation Bar, click Agents
- Click Add Agent
- A dropdown menu will now appear with all your agents listed: select the relevant Agent
- A second dropdown menu will now appear with all the promotions attached to this particular agent listed: select the relevant Promotion
- Click Add
- Add all relevant information required in the Sale Agent Detail page
- Click Save