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Agent Manager updates Q4 2024
Agent Manager updates Q4 2024

Boost productivity with these new features and enhancements

Dom Yeadon avatar
Written by Dom Yeadon
Updated over a month ago

We are rolling out updates to Agent Manager in Q4 2024 to boost productivity and enhance your experience. While the interface may look different, rest assured that your data is secure and unchanged.

Key Updates Part 1 (live)

Enhanced Navigation and Search - Use the "F" shortcut to access your search history, making it easier to quickly find previously accessed information.

New Applications Tab - Filterable lists for all applications linked to agents and agencies make it easier to locate specific data and provide faster access. Link from Applications Passive (APS) and Applications Active (APS).

Quick Links for Workflow - Easily link and navigate between applications, agents, and agencies to streamline your workflow and save time.

Improved Email Management - Store multiple email addresses per agent, verify their status, and choose a primary contact for campaigns, ensuring more reliable communication.

Visual Dashboard - The Applications Dashboard offers a visual overview of applications over various timeframes, with filtering options for deeper insights.

Customisation Options - Create custom dropdown lists and use the improved Territory Manager to better align resources with organisational goals.

Removed Features - Outdated features like the Documents and Events Planner tabs have been removed to declutter the interface and keep the focus on relevant tools.

These updates are designed to streamline your work processes, helping you focus on what matters most with improved, user-friendly tools.

Key Updates Part 2 (coming in early Nov 2024)

Leads & Web Forms - simplify agent recruitment by efficiently managing new agent enquiries, tracking agent onboarding, and enabling personalised follow-ups. Strengthen partnerships and enhance student recruitment with real-time insights and performance metrics.

Key Updates Part 3 (coming in mid Nov 2024)

Opportunities - manage each potential collaboration or partnership with an overseas recruitment agent. It tracks the progression of these partnerships from initial interest through to planning, negotiation, and final agreement.

Key Updates Part 4 (coming in Dec 2024)

Agent Portal - where overseas recruitment agents can track the progress of their students' applications, from the initial submission through to commission payments. This feature gives agents real-time visibility into every step of the process, including application review, offers, enrolment, and payment stages.

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