Curriculum
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Multiple University CRM Portal Tutorial
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Curriculum
Multiple University CRM Portal Tutorial
Multiple University Portal
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Role of Admin
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1st Create an account for the Senior Counselor and provide them with a User ID and Password.
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2nd Create an account for the Junior Counselor and provide them with a User ID and Password.
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3rd Assign specific roles and permissions to both Senior and Junior Counselors.
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4th The Admin will decide which Junior Counselor will work under which Senior Counselor.
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5th 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.
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6th When a Senior Counselor, Junior Counselor, or Franchise adds a new admission, the payment approval will be given only by the Admin.
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7th The Admin is responsible for adding Universities, Courses, and Fee Structures to the portal.
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Part 2
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8th - Let's learn what settings you need to set after adding a university and what other things are necessary.
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9th Whenever you open a franchise, let's understand how you provide sharing.
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10th Let us understand how franchise Account works.
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11th Amount taken and have to pay univesity details
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12th Let us understand what is the course visit option.
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Manage Opration
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13th What is task Management
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14th Brand Management
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15th Call Manamegment
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Video lesson
15th Call Manamegment
Call Management
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