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Inteleagent
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Inteleagent
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Updates Week 15-21 May
May 9, 2022
Improvement

Here's to another week full of improvements and new features 🥂

✨ IMPORTING students, providers and their courses got much, much easier to import; You are now able to map each field in your csv or Excel spreadsheet with a field in Inteleagent.

✨ We've restricted a bit more the Education Advisor access to Inteleagent. Education Advisor role is not able to delete courses, students, providers or access any details regarding provider agreement. 

✨ You can specify email addresses where you want to receive notifications regarding applications created by your subagents. Go to Settings → Notifications

✨ Moving applications from one pipeline to another gives you the option to specify the stage where you want to place your application in the second pipeline.

✨ We've added a copy function to the Student profile fields. If you'd like to copy the information in a particular field from the student profile, you can easily do it by simply using the copy icon. 

✨ A huge automation improvement. When you create/change/delete tags for students in Inteleagent, the tags are created/changed/deleted in Encharge. This will help you control email sequences in Encharge by simply adding/changing/deleting tags for students in Inteleagent.

✨ You can add more than one webhook records in Inteleagent, in case you want to create automations in Encharge, Zapier, or Pabbly.

✨ We've added the ability for Managers and Education Counsellors to use email signatures.

✨ When ever a student logs in to his student portal, you will see it recorded in the student's activity timeline.

🔧 We fixed a bug related to instalment activity. Fixed ✅

Legend:

⚡️ Major feature

✨ Improvements

🔧 Bugfix

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