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How To Add and Remove an Agent on a Course Enrolment

A Course Enrolment can only be attached to one agency, agent, and promotion.

REQUIRED Pre-Steps:
  1. You need to have a Course Enrolment and ensure setup is complete for at least one agent and optionally at least one promotion
  2. Ensure that the promotion is attached to that agent if required

1

Add an Agent to a Course Enrolment

  1. Navigate to Selected Course Enrolment > Agents
  2. Click Add Agent
  3. Select an Agency
  4. Click Add
    • The Sales Agent Detail page appears.
  5. Select the Sales Contact (aka Agent)
  6. (Optional) Select a Promotion
  7. Enter other information if required
  8. Click Save

2

Remove Agent from a Course Enrolment

  1. Navigate to Selected Course Enrolment > Agents
  2. Click Action > Delete
Next

How to hide an Agent from an Agency