In our tutorials we are considering our new menu with the top options, if you are using another, you can click on your profile in the upper right corner to change.

If you have any questions, check out the video above.

Step 1 - Access

Click on Quote > Educational Institutions

Step 2 - Search

Use the filters to select the exact school you want.

Step 3 - Create Link

Once you have found the desired school, click on the Add Relation green button and confirm. You will see that it will have an "Added" label now.

You can already check your values and view them when you are creating your budgets.

Step 4 - Premium Schools

If you would like to establish a relation with a Premium school, take the same process and wait for it to approve your request.

Hope this tutorial was useful. In case of any doubts, call us on chat! 

Good luck and good sales!


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