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Get the most out of your Edvisor profile
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Edvisor Insurance Marketplace
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Frequently Asked Questions (FAQ)
Sales & accounting
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Miscellaneous
Email
Payment plan
Quotes
Insurance Marketplace
About Edvisor Insurance Marketplace
Getting Started with the Insurance Marketplace
Student Insurance Finder
Insurance Providers: Global
Insurance Providers: Canada
Insurance Providers: Australia (OSHC)
Insurance Providers: Spain
Higher Education
How to Sell Higher Education in Canada
How to Sell Higher Education in the UK
Edcommerce
Setting up your account
Customizing your page
Working with providers
Marketing Tools
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Help Center
Edvisor Recruit
Edvisor
Account & Settings
CRM & Student Management
Search
Quote
Applications & Invoices
Providers Management
Insurance
Billing
Troubleshooting
Edvisor Distribute
Account & Settings
Creating your Edvisor Profile
Adding your Prices
Adding and updating your promotions
Receiving Applications
Growing your Agency Network
Get the most out of your Edvisor profile
Edvisor Recruit
Settings
Edvisor Insurance Marketplace
Students CRM
Marketing
Frequently Asked Questions (FAQ)
Sales & accounting
Tools
Provider Management
Miscellaneous
Email
Payment plan
Quotes
Insurance Marketplace
About Edvisor Insurance Marketplace
Getting Started with the Insurance Marketplace
Student Insurance Finder
Insurance Providers: Global
Insurance Providers: Canada
Insurance Providers: Australia (OSHC)
Insurance Providers: Spain
Higher Education
How to Sell Higher Education in Canada
How to Sell Higher Education in the UK
Edcommerce
Setting up your account
Customizing your page
Working with providers
Marketing Tools
Edvisor Recruit
How to use the Edvisor Recruit platform
Settings
Edvisor Recruit: How to update my name, picture, e-mail and email signature?
Edvisor Recruit: How to edit the info, logo, color and cover picture of my company?
Edvisor Recruit: Adding, editing and deleting users
Edvisor Recruit: Customizing, creating, deleting, and duplicating sales pipelines.
Edvisor Recruit: Connect to Gmail
Edvisor Recruit: Gmail Add On - Store all emails sent and received in the student profile
Edvisor Recruit: Add-Ons (and Integrations)
Edvisor Recruit: Why do I see the "We have some billing problems" page?
Edvisor Recruit: How to add payment options and details to invoices?
Edvisor Recruit: How to add offices or branches to my Edvisor Recruit account?
Edvisor Recruit: Billing and prorations
How does Edvisor keep my data secure?
Edvisor Recruit: How does Edvisor Recruit handle my privacy and data?
Edvisor Recruit: Restricting access to certain functionalities, roles
Edvisor Recruit: Managing currency conversion (FX)
Edvisor Recruit: Student Profile and Tasks
Edvisor Recruit: Forms and Website
Edvisor Recruit: Adding Your Own Agency Services
See more
Edvisor Insurance Marketplace
Edvisor Recruit – Buy Couple and Family OSHC
Students CRM
Edvisor Recruit: How to remove/delete students or leads?
Edvisor Recruit: Listing, managing, updating students and leads
Edvisor Recruit: Adding custom fields and storing more information about the student
Edvisor Recruit: Request documents from a student
Edvisor Recruit: Close your students
How to remove multiple students at once?
Edvisor Recruit: What is the sales pipeline?
Edvisor Recruit: Calendar of tasks, managing tasks in your own calendar
Edvisor Recruit: Create tasks for you and for your team
Edvisor Recruit: Selling a course to a student, adding a sale
Edvisor Recruit: How to assign a lead to a specific counsellor?
Edvisor Recruit: How to find and search students?
Edvisor Recruit: Student Portal
Edvisor Recruit: Student Communications
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Marketing
Edvisor Recruit: Using forms to add leads automatically
Edvisor Recruit: Creating templates and adding samples for requested documents
Edvisor Recruit: Goals
Frequently Asked Questions (FAQ)
Is there a limit on how many emails I can send?
How to submit a bug report?
How to tell Edvisor about a new idea?
Edvisor Recruit: Connecting to Google/Gmail error. How to fix it (Sign in temporarily disabled)?
Sales & accounting
Edvisor Recruit: Booking Feature
Edvisor Recruit: What happens if I cancel an installment?
Edvisor Recruit: What is an installment/payment write-off?
Edvisor Recruit: What is the "Total Sales Value" in my sale?
Edvisor Recruit: What is the "Total Payable" in my sale?
Edvisor Recruit: Sales Flow Part 2 - Sales Orders, Invoices, and Payments
Edvisor Recruit: Sales Flow Part 1 - Create a lead and Quotes
Edvisor Recruit: Course Search and Student Quotes
Edvisor Recruit: Importing Students
Edvisor Recruit: Giving discounts to students
See more
Tools
Edvisor Recruit: Form Field (Name) IDs
Edvisor Recruit: Reports and Analytics
Edvisor Recruit: Automation and Segments
Provider Management
Edvisor Recruit: Explore Providers
Edvisor Recruit: Custom Providers Management
Miscellaneous
Edvisor Recruit: How to reset my password?
Edvisor Recruit updates. When do they happen? How? How often?
Email
Connecting my Zoho email
Connecting my QQ Mail email
Connecting my Gmail email
Connecting my iCloud email
Connecting my GoDaddy email
Sending and receiving emails on Edvisor
Connecting my IMAP email
Connecting my Yahoo email
Connecting my Mail.ru email
Email syncing states and process
Connecting my Microsoft Exchange email
Connecting my Outlook account
Connecting my Office 365 email
Connecting any email provider to Edvisor
See more
Payment plan
Creating the payment plan in quotes and sales
Adding payment plan to quotes
Creating payment plan templates
Quotes
Can I have custom quote layouts?