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Quick Start checklist
Setup your account
Well done! You've done the hard bit. Now, let's setup your account so it looks nice.
Go to Settings left-side vertical menu tab. This will land you on My Account horizontal tab.
My Account
This will have all your company information, your timezone, you can change your login password, and insert your company's bank account details. These bank account details will be displayed on the invoices you generate in the future.
Upload your Avatar (a nice picture of yourself), your business's combination mark logo (full logo - symbol + writing) and your logo symbol. The combination mark logo will be displayed on your invoices and at the top of you platform.
💡Inteleagent Pro Tip: Don't forget to ad all your company's details if you want your future invoices to look nice.
My Team
This is where you will be able to add/invite your team members and add your branch offices.
Partner Agents
Here you will be able to invite partner agents to work with your business and grow it. A partner agent (or subagent, as it is more popularly known) is a person or a company/education agency, who would like to send student applications to your direct agreement education providers. You will be able to share commissions with your partner agents, and you can send your student applications to their education providers.
Pipeline
Here you can add, delete, or edit your pipeline stages. You can also pre-set tasks for each stage so you wont have to create these tasks with each application. This is a great way to systemise your application process.
💡Inteleagent Pro Tip: Inteleagent comes with pre-defined tasks that you can edit, delete, or ad your own.
Notifications
This is where you will be able to choose what you would like to be notified for. You will be able to choose if you would like to be notified when a colleague comments on a task, or when an application changes stages, when an application is created by a colleague, or when a task is completed.
Automation
If you'd like an automatic email with the commission invoice pdf to be sent to your education institution as soon as you generate it, you can turn on the toggle for the Email to Finance Department.
You can set the interval when you want the system to inform your student via email, when the visa expires or when an instalment is due.
Use webhooks to bring student information in Inteleagent via a webform, or send student data out of Inteleagent to another platform.
This is the home for our integrations.
You can set your email signature and create email templates you want to use.
Student
On this screen you will be able to ad a custom field to your student's profile. For example, say you want to ad his IELTS score. You can create a field named IELTS, and this field will always be displayed on student's profile, prompting you to enter his IELTS score.
Here is the home for your Student Portal signup link and login link. You can use these links to place them on your website or any other channels you want your students to use them.
Billing+Plan
Here you will be able to upgrade or downgrade your subscription plan. Inteleagent charges US$25 per user per month. As an introductory offer, Inteleagent offers two pricing tiers for a single user (US$9 / month), and for a team of 3 users (US$49 / month). You can always add more users to