Knowledge Base

Back to home

Knowledge Base

Edvisor for Agents

Edvisor for Agents

How to use the Edvisor for Agents platform

Account & Settings

Agencies: How to activate and quote the Onshore Prices?

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 configure custom fields?

Agencies: How to create your bank information?

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?

Agencies: Edvisor Messaging - How to set up Notifications?

Agencies: Edvisor Messaging - How to set up Permissions?

See more

CRM & Student Management

Agencies: How to create a new student?

Agencies: How to assign a student to an advisor?

Agencies: How to archive or delete a student?

Agencies: How to use the filters of Leads / Change Pipelines/ Use New information on student profile?

Agencies: How to Download CSV? (Admin Only)

Agencies: How to download a Registration form (PDF)?

Agencies: How to add a task - use the calendar to schedule tasks?

Agencies: "Notes" feature Improved

Agencies: New "Send Email" Feature

See more

Search

Agencies: How to search for a course?

Agencies: How to look for course information?

Quote

Agencies: How to create a quote?

Agencies: How to create a quote from a template?

Agencies: How to create a quote with multiple courses?

Agencies: How to preview a quote?

Agencies: How to edit a quote?

Agencies: How to Send a quote?

Agencies: How to set up a promotion or a fee on quotes?

See more

Applications & Invoices

Agencies: How to send an application to a School?

Agencies: How to start an invoice from quote?

Agencies: How to start an invoice from scratch?

Providers Management

Agencies: How to use the School Discovery feature? (Connect with a new school)

Agencies: How to accept New connections request from School Partners?

Agencies: Invite Schools feature

Agencies: Contracts and Commissions with Partner Schools

Agencies: Edvisor Messaging

See more

Insurance Marketplace

Edvisor for Agents - Buy Couple and Family OSHC

Billing

Agencies: How agencies can update/change their credit cards on Edvisor?

Troubleshooting

Agencies: How to cancel Edvisor Subscription?

Agencies: How to reset your password?