Adding Agency Details

Add an admission agency's information to a new applicant's record. This helps you keep a record of agents associated with the applicant.

• This function is only available if you have enabled Agencies in the Enquiry Configuration screen. See Enquiry Configuration for more information on how to do this.
• Any agencies that you add are also listed in the Marketing tab (Admissions module) and the Agent Manager module.

To add an agency to a new applicant enquiry record, follow the steps below:

1. Once you have entered basic details for a new applicant in the New Applicant Enquiry screen:
   
2. Select the Advanced tab and scroll to the Agency section.
3. Either:
   • Use the drop down list to select an existing agency to add. This saves time.
     or
   • Click Add New Agent.
     A popup window is displayed:
     
     
     1. Complete the fields to add agency information, such as the Agency Name, Branch Name and Branch Address.
     2. Click Create Agent when finished.
     The agent is now listed in the Agencies section:
     
4. Finish adding the record. See Saving Your New Applicant Record for more information.