ACCESS
When you log into the platform with your credentials, this will be your home page.
At the top of the home page, you will see the main modules offered. Each module provides a list of tools, grouped according to their purposes:
CRM
Budgeting
Marketing
Automations
Financial
Reports
On the side, there is the Student Shortcut: a tool that makes it easy to search for students registered in the system. Simply type the name of the lead, and the system will return matching results.
"+" Icon (Add): This is a shortcut to quickly access:
New Budget
New Student
New Task
New Note
New Notice
Change Student Status
Currency Icon: View the exchange rates for the currencies registered in the system.
Bell Icon (Notifications): Divided into Notifications and School Values.
Notifications provide task reminders.
School Values relate to updated amounts.
Language Options: English, Español, or Português.
By clicking on the Profile Picture Icon, you can:
Edit Profile: Change your name, password, email, add a profile picture, or update your email signature.
Settings: Edit agency-related configurations.
Switch to Another Office: If you have multiple agencies, admin users can switch between locations.
What's New? Learn about system updates.
Tips: Access YouTube tutorial videos.
Help: Knowledge base with tutorials.
Log Out: Exit your account.
Finally, users can access:
Sales Pipelines
Budgets
Monitoring Dashboard
If you still have any questions, contact support or reach out via WhatsApp.