Ability to create tasks for the customers at own discretion (currently I have to pass the stages and some are not available to be assigned to student)

Ability to change the status of a customer instead of just having cold warm and hot

Ability to view the portal as student (impersonation)

I would like to see this in your next update

I would like to see this in your next update.

Currently, If a student clicks on unique course link of a university, he/she can apply for the same course multiple times. There should be a validation to give (You already applied for this course or this course already exists for the user) so user cannot create applications for same course multiple times.

There should be a feature to remove added providers from the owner's dashboard. Currently, I do not see any way to remove an added provider as it may very well be that agents can stop working with a provider at any given point.

We are working to improve the way you manage your Leads in Inteleagent.

The ability for the user to choose the due terms for the commission invoices.

Your agreements with your education institutions generally state the number of days between the date when you raise an invoice and the date when the commission invoice is due to be paid. Up until now, the due date term was automatically set to 30 days. From now on, you are able to control the number of days until the commission invoice is due.

We're adding the ability to create and use quotation templates.

Users and students will have the ability to signup/signin with their Google account, LinkedIn or Facebook account.

Manage and grow your education agency franchise with Inteleagent. Invite your franchisees to work with you in Inteleagent. They'll have access to your education institutions database, you'll be able to manage and split commissions and tier levels.

A new task management module upgrade is coming to Inteleagent. You'll have much more flexibility in managing tasks.

A beautiful dashboard is coming to Inteleagent. Here's a sneak peak

We are working on upgrading the student profile by adding more fields as well as improving the profile visually.

• Invoice number in Inteleagent be the same as the Invoice number in Xero (sync invoice numbers);
• Instalment creation in Inteleagent > Draft invoice in Xero;
• Invoice marked PAID in Inteleagent > Invoice paid in Xero;
• partly paid invoice in Inteleagent > partly paid invoice in Xero;
• edit invoice in Inteleagent > edit invoice in Xero;

The user roles permissions will be more dynamic and allow the Owner only, to be able to assign permissions to users.

The ability to create general invoices to students, as well as group commission invoices for the same provider, plus much, much more.

When the last invoice is marked as PAID in an application, the application will be archived.

The ability to download the reports generated in pdf format.

The stakeholders of an application (team members that have access to an application, subagent, and students - when the student portal is active) will have the ability to communicate within the application, in total privacy. When messages are sent, the stakeholders will be notified via email.

At the moment you can only upload one document at a time.

The student portal will give access to the student to the information managed by his education agent and will allow the student to interact with his agent.
The student will receive an automatic invite email as soon as his profile is created in Inteleagent. The agent will be able to resend the invite email if necessary, as well as having control over the access to the profile.

• application documents to be organised by tags;
• documents can be renamed;
• multiple tags can be assigned to one document;
• unique tags can be created and deleted for each application;