Knowledge Base
English
Español
Português - Brasil
Türkçe
Go to Edvisor
Español
Português - Brasil
Türkçe
Edvisor for Agents
Edvisor for Schools
Getting Started
Help Guides
Promotions Manager
Growing Your Network
Advanced Help and Tips
Edvisor Messaging
Edvisor for Agents
Settings
CRM
Quotations
Applications & Invoices
Working with Educators
Edvisor Messaging
Help Guides
Edvisor Insurance Marketplace
Bupa Global Travel
Travelfine
Terrawind
AHM - OSHC
Bupa - OSHC
NIB - OSHC
Allianz Care Australia - OSHC
Allianz Care Australia - OVHC
Medibank - OSHC
Edvisor Recruit
Settings
Students CRM
Marketing
Frequently Asked Questions (FAQ)
Sales & accounting
Tools
Miscellaneous
Back to home
Knowledge Base
Edvisor for Agents
Edvisor for Schools
Getting Started
Help Guides
Promotions Manager
Growing Your Network
Advanced Help and Tips
Edvisor Messaging
Edvisor for Agents
Settings
CRM
Quotations
Applications & Invoices
Working with Educators
Edvisor Messaging
Help Guides
Edvisor Insurance Marketplace
Bupa Global Travel
Travelfine
Terrawind
AHM - OSHC
Bupa - OSHC
NIB - OSHC
Allianz Care Australia - OSHC
Allianz Care Australia - OVHC
Medibank - OSHC
Edvisor Recruit
Settings
Students CRM
Marketing
Frequently Asked Questions (FAQ)
Sales & accounting
Tools
Miscellaneous
Edvisor for Agents
Knowledge Base for Agents
Settings
Agencies: How to activate and quote the Onshore Prices?
Agencies: Contracts and Commissions with Partner Schools
Agencies: How to reset your password?
Agencies: How to add a new office?
Agencies: How to set personal information / personal settings?
Agencies: How to set team roles?
Agencies: How to activate an account?
Agencies: How to add a new user (administrators only)?
Agencies: How to add the terms and conditions by office?
Agencies: How to configure status and checklist on Pipelines?
Agencies: How to delete an advisor?
Agencies: How to set Currency Exchange Rates?
Agencies: How to cancel Edvisor Subscription?
Agencies: How to configure custom fields?
Agencies: How to create your bank information?
Agencies: How agencies can update/change their credit cards on Edvisor?
Agencies: How to delete a team member?
Agencies: How to customize the info of the company (Agency Discovery)?
Agencies: How to create Products?
Agencies: How to create and use the Payment Plans?
See more
CRM
Agencies: How to see your data on B&L platform from Edvisor for Agents? - Legacy Button
Agencies: "Notes" feature Improved
Agencies: New "Send Email" Feature
Agencies: How to Download CSV? (Admin Only)
Agencies: How to assign a student to an advisor?
Agencies: How to use the filters of Leads / Change Pipelines/ Use New information on student profile?
Agencies: How to add a task - use the calendar to schedule tasks?
Agencies: How to archive or delete a student?
Agencies: How to create a new student?
See more
Quotations
Agencies: How to preview a quote?
Agencies: How to set up a promotion or a fee on quotes?
Agencies: How to look for course information?
Agencies: How to Send a quote?
Agencies: How to create a quote with multiple courses?
Agencies: How to edit a quote?
Agencies: How to search for a course?
Agencies: How to create a quote from a template?
Agencies: How to create a quote?
See more
Applications & Invoices
Agencies: How to send an application to a School?
Agencies: How to download a Registration form (PDF)?
Agencies: Enrollment and Application Process
Agencies: How to start an invoice from scratch?
Agencies: How to start an invoice from quote?
See more
Working with Educators
Agencies: How to accept New connections request from School Partners?
Agencies: How to use the School Discovery feature? (Connect with a new school)
Agencies: Invite Schools feature
Edvisor Messaging
Agencies: Edvisor Messaging
Agencies: Edvisor Messaging - How to set up Notifications?
Agencies: Edvisor Messaging - How to set up Permissions?
