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Knowledge Base
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Popular Resources
👨🦰
Add team members to your account
🏄🏻
User Roles & Permissions
🔑
Login & Passwords
💵
Plans & Pricing
🚌
Import data into Inteleagent
🎉
New to Inteleagent?
📍
Start Here
🏂
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
5️⃣
Step 5: Create your first application
6️⃣
Step 6: Work with applications
7️⃣
Step 7: Add team members to your account
🎱
Step 8 - Connect Inteleagent to Encharge
🏓
Customise your pipelines
❓
FAQs
🔑
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?
👩🎓
Students
Student Portal
Create a student record
Student management
Lead management
Delete students from your database
How to add notes for Students?
Student sources
📱
Applications
Create your first application
Packaged Courses Applications
Work with applications in Inteleagent
Task reminders
Using email in Inteleagent
Create a new pipeline
How tasks work in Inteleagent
How to add notes to Applications?
🏫
Providers
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
💵
Finance
Setting the Invoice Due Date terms
Manage finances in Inteleagent
💳
Quotations
How do quotations work?
🛡️
Security & Privacy
Security
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
🧩
Integrations
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
Knowledge Base
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FAQs
Anything to do before removing team members?
There's nothing you need to do before removing team members however, please note that all applications assigned to the team member, will be transferred to his superior once the team member is deleted.
How do I request features?
How can I invite a subagent to Inteleagent?
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