Popular Resources

Add team members to your account

User Roles & Permissions

Login & Passwords

Plans & Pricing

Import data into Inteleagent

New to Inteleagent?

The Inteleagent Onboarding Guide

Creating your account / Quick setup guide

Step 1: Signup or login in Inteleagent

Step 2: Learn how to navigate Inteleagent

Step 3: Import / create students

Step 4: Import / create providers

Step 5: Create your first application

Step 6: Work with applications

Step 7: Add team members to your account

Step 8 - Connect Inteleagent to Encharge

Customise your pipelines

How do I change my password?

I found a bug! What should I do?

How do I request features?

Anything to do before removing team members?

How can I invite a subagent to Inteleagent?

How to delete students from your database

How to change my password

Can I use more than one pipeline?

Create a student record

Student management

Lead management

Delete students from your database

How to add notes for Students?

Student sources

Create your first application

Packaged Courses Applications

Work with applications in Inteleagent

Using email in Inteleagent

Create a new pipeline

How tasks work in Inteleagent

How to add notes to Applications?

Adding providers from our database

Import courses via a csv

Manually add a course in Inteleagent

Education Institutions Management

Setting the Invoice Due Date terms

How to delete a Provider

Your Account & Settings

Role-Based Access Controls and User Permissions

How do I change my password

Customise your pipelines

Multiple pipelines

How do automations work in Inteleagent?

System email notifications

Email notifications you can control

Controlling your notifications

How to customise your URL

Setting the Invoice Due Date terms

Manage finances in Inteleagent

How do quotations work?

Security & Privacy

Account access consent

Back up your data

Subagents & Franchisees

Inviting partner agents to Inteleagent

Working with partner agents explained

Managing your subagent network

Inteleagent for franchises

Inteleagent Student Profile Properties

Overview of Encharge

Encharge - deep-dive [47 mins]

Connect Inteleagent to Encharge

Connect Inteleagent to StudyLink

Connect Inteleagent to Xero

Xero integration

Student login status API

Inteleagent End Points

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Using email in Inteleagent

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Check out this video to learn how to use email in Inteleagent

Create a new pipeline

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