Multiple University CRM Portal Tutorial

• Create an account for the Senior Counselor and provide them with a User ID and Password.

• Create an account for the Junior Counselor and provide them with a User ID and Password.

• Assign specific roles and permissions to both Senior and Junior Counselors.

• The Admin will decide which Junior Counselor will work under which Senior Counselor.

• If a Senior or Junior Counselor opens a franchise, the Admin will need to configure certain settings to ensure the franchise works properly on the portal.

• When a Senior Counselor, Junior Counselor, or Franchise adds a new admission, the payment approval will be given only by the Admin.

• The Admin is responsible for adding Universities, Courses, and Fee Structures to the portal.

Create an account for the Senior Counselor and provide them with a User ID and Password.

Create an account for the Junior Counselor and provide them with a User ID and Password.

• Assign specific roles and permissions to both Senior and Junior Counselors.

The Admin will decide which Junior Counselor will work under which Senior Counselor.

When a Senior Counselor, Junior Counselor, or Franchise adds a new admission, the payment approval will be given only by the Admin.

The Admin is responsible for adding Universities, Courses, and Fee Structures to the portal.

Let's learn what settings you need to set after adding a university and what other things are necessary.

Whenever you open a franchise, let's understand how you provide sharing.

Let  understand how  franchise Account works.

Let us understand this: If your franchisee has enrolled a student on the admission portal, then how much admission fee have you received and how much fee have you paid to your university?

Let us understand what is the course visit option.

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