Student CRM

All About Agent Manager

See who can do what in the Agent Manager app

Agent Manager Permissions

Use AGM to organise your Agents around the globe

What is Agent Manager?

Clear tracking of progress and accountability when working with overseas agents

Agent Application Stages

How to link applications to agents, so they display on your Agent Manager dashboard

Displaying Applications in Agent Manager

Track the progression of potential collaborations with your agents with Opps

What are Opportunities in Agent Manager?

Steph Stevens

Laura Montgomery-Hurrell

Dom Yeadon

Used by international teams to manage overseas agents so your teams can streamline their agent relationship workload

Agent Manager

Agents

Agencies

How to assign tasks relating to your Agents

Dealing with Tasks

Agent Leads

Three different ways to bring your Agents and Agency data into AGM

How can I bring Agents into the Platform?

Getting Started with Agent Manager

Getting the details right on your external Agents

Adding or editing an Agency or Agent

What are Main Agents?

How to attach a warning or caution to an Agency

Agency Alerts

Add notes to your Agents' cards to remember important information on them

Notes

How to see the log of Agent activities & changes

Activities and Changes

Removing Agents or Agencies from your Agent contacts

Deleting Agents or Agencies in Agent Manager (AGM)

Adding and editing

Agent Comms

How to instantly make your Campaigns look snazzy

Adding an email template for Campaigns

Communicate with your Agents through Student CRM

Sending Agents one-to-one communications by SMS or email

Communicating with your Agents using Campaigns

Agent Email and SMS Campaigns

Communicating

How to manage Territories in Agent Manager

Territories

Set a default template for each email sent to your Agents

Email Templates

How to set up a consent pack for your Agents

Agent Consent

Setting up Agent Manager

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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