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Submitted URL: https://www.help.inteleagent.io/
Effective URL: https://inteleagent.notion.site/Knowledge-Base-03ee53683c84481d90a09b4a9bf9068a
Submission: On February 15 via api from US — Scanned from US
Effective URL: https://inteleagent.notion.site/Knowledge-Base-03ee53683c84481d90a09b4a9bf9068a
Submission: On February 15 via api from US — Scanned from US
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Knowledge Base Built with Drag image to reposition KNOWLEDGE BASE POPULAR RESOURCES Import data into Inteleagent Plans & Pricing Login & Passwords User Roles & Permissions Add team members to your account NEW TO INTELEAGENT? Start Here The Inteleagent Onboarding Guide Creating your account / Quick setup guide Step 1: Signup or login in Inteleagent Step 2: Learn how to navigate Inteleagent Step 3: Import / create students Step 4: Import / create providers Step 5: Create your first application Step 6: Work with applications Step 7: Add team members to your account Step 8 - Connect Inteleagent to Encharge Customise your pipelines FAQS How do I request features? I found a bug! What should I do? How do I change my password? Anything to do before removing team members? How can I invite a subagent to Inteleagent? How to delete students from your database How to change my password Can I use more than one pipeline? STUDENTS Student Portal Create a student record Student management Lead management Import your student data in Inteleagent Delete students from your database How to add notes for Students? Student sources FINANCE Setting the Invoice Due Date terms Manage finances in Inteleagent YOUR ACCOUNT & SETTINGS Role-Based Access Controls and User Permissions How do I change my password Customise your pipelines Multiple pipelines How do automations work in Inteleagent? System email notifications Email notifications you can control Controlling your notifications How to customise your URL APPLICATIONS Create your first application Packaged Courses Applications Work with applications in Inteleagent Task reminders Using email in Inteleagent Create a new pipeline How tasks work in Inteleagent How to add notes to Applications? QUOTATIONS How do quotations work? SECURITY & PRIVACY Security Account access consent Back up your data PROVIDERS Adding providers from our database Import courses via a csv Manually add a course in Inteleagent Education Institutions Management Setting the Invoice Due Date terms How to delete a Provider SUBAGENTS Inviting partner agents to Inteleagent Working with partner agents explained Managing your subagent network Inteleagent for franchises INTEGRATIONS Inteleagent Student Profile Properties Overview of Encharge Encharge - deep-dive [47 mins] Connect Inteleagent to Encharge WEBSITE AUTOMATION & INTEGRATION Student login status API