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Wisenet

      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