In Agent Manager, an opportunity represents the potential to establish or enhance a partnership with an overseas recruitment agent. The opportunity tracks the progression of this relationship, from initial identification and engagement through to onboarding, collaboration, and active partnership.

Essentially, it’s like identifying an agent the university wants to work with to improve international student recruitment. The CRM helps manage all the details of this evolving partnership - such as the objectives of working with the agent, key contacts within the agency, the potential value of the collaboration, and significant milestones throughout the process.

This structured approach enables the university to systematically develop, manage, and nurture relationships with agents, fostering mutual success and strengthening recruitment efforts.

Some leads generated (e.g., through an AGM web form, or an inbound email) may be straightforward, while others might require a more in-depth approach as an Opportunity.

For instance, a lead might arrive saying, “We’re an education agency interested in representing your university for student recruitment.”

After initial communication, you determine they could become a valuable recruitment partner, but several steps need to be followed - such as meetings, planning, training, and providing marketing materials.

This process is managed through the new Opportunity you create. It allows you to track progress, maintain momentum, and ensure your team knows what actions are needed at every stage. Opportunities help you stay organised, providing a clear overview of the status of each agent relationship as it develops, ensuring a seamless and professional onboarding experience.