Manage Admissions Agency Details > Manage the Applicants Linked to an Admissions Agency

Use the Manage Agencies option in the Marketing tab (Admissions module) to manage the applicants and pupils linked to an admissions agency. This function is also available in the Agent Manager module.

Choose to:

• Add applicants and pupils. Any status of pupil can be linked to an admissions agency branch.
• Delete applicants and pupils. This is useful if a record has been added in error.

Add Applicants to Admissions Agency Records

To add applicants or pupils to admissions agency records, follow the steps below:

1. Open the Marketing tab in the Admissions module and select Manage Agencies from the right hand menu. The Manage Agents screen is displayed:
2. Either:
   • Click All in the header bar to list all agencies.
     or
   • Click on a letter in the header bar to filter agencies by the first letter of the agency name.
3. Click on the agency branch that you want to work with and select the Applicants, Pupils & Alumni option in the header bar:
4. In the Add Pupil field, enter part or all of the applicant or pupil name that you want to add. Filters are applied to all pupil records:
5. Click on the name of the applicant, current pupil or former pupil that you want to add and click Add.
   The applicant or pupil is listed in the appropriate area of the screen.

Delete an Applicant from an Admissions Agency

Delete the link between an applicant or pupil record and an admissions agency. This is useful if a record has been added in error.

To delete an applicant or pupil from an admissions agency, follow the steps below:

1. Open the Marketing tab in the Admissions module and select Manage Agencies from the right hand menu. The Manage Agents screen is displayed:
2. Either:
   • Click All in the header bar to list all agencies.
     or
   • Click on a letter in the header bar to filter agencies by the first letter of the agency name.
3. Click on the agency branch that you want to work with and select the Applicants, Pupils & Alumni option in the header bar:
4. Click  in your chosen applicant or pupil. The screen automatically updates.