STEP 1 - Access
Go to Quote > Educational Institutions.
STEP 2 - Search
Use the search filters to locate the school you want to link.
STEP 3 - Create the Link
Once you find the desired school, click the green "Add School" button.
Confirm your action, and the school will now have a "Added" badge.
You will be able to view its details and include it in your quotes.
STEP 4 - Partner Schools
To link with a Partner School, follow the same process.
After requesting the link, you may need to wait for the school to approve your request.
Important Notes:
Once a school is linked, you can view its values and include them when creating quotes.
Approval may be required for certain Partner Schools depending on the school's setup.
If you still have questions, please contact support or reach out via WhatsApp.