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Edvisor Recruit

Edvisor Recruit

How to use the Edvisor Recruit platform

Settings

Edvisor Recruit: How to update my name, picture, e-mail and email signature?

Edvisor Recruit: How to edit the info, logo, color and cover picture of my company?

Edvisor Recruit: Adding, editing and deleting users

Edvisor Recruit: Customizing, creating, deleting, and duplicating sales pipelines.

Edvisor Recruit: Connect to Gmail

Edvisor Recruit: Gmail Add On - Store all emails sent and received in the student profile

Edvisor Recruit: Add-Ons (and Integrations)

Edvisor Recruit: Why do I see the "We have some billing problems" page?

Edvisor Recruit: How to add payment options and details to invoices?

Edvisor Recruit: How to add offices or branches to my Edvisor Recruit account?

Edvisor Recruit: Billing and prorations

How does Edvisor keep my data secure?

Edvisor Recruit: How does Edvisor Recruit handle my privacy and data?

Edvisor Recruit: Restricting access to certain functionalities, roles

Edvisor Recruit: Managing currency conversion (FX)

Edvisor Recruit: Student Profile and Tasks

Edvisor Recruit: Forms and Website

Edvisor Recruit: Adding Your Own Agency Services

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Edvisor Insurance Marketplace

Edvisor Recruit – Buy Couple and Family OSHC

Students CRM

Edvisor Recruit: How to find and search students?

Edvisor Recruit: How to assign a lead to a specific counsellor?

Edvisor Recruit: Selling a course to a student, adding a sale

Edvisor Recruit: Create tasks for you and for your team

Edvisor Recruit: Calendar of tasks, managing tasks in your own calendar

Edvisor Recruit: What is the sales pipeline?

How to remove multiple students at once?

Edvisor Recruit: Close your students

Edvisor Recruit: Request documents from a student

Edvisor Recruit: Adding custom fields and storing more information about the student

Edvisor Recruit: Listing, managing, updating students and leads

Edvisor Recruit: How to remove/delete students or leads?

Edvisor Recruit: Student Portal

Edvisor Recruit: Student Communications

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Marketing

Edvisor Recruit: Creating templates and adding samples for requested documents

Edvisor Recruit: Using forms to add leads automatically

Edvisor Recruit: Goals

Frequently Asked Questions (FAQ)

Is there a limit on how many emails I can send?

How to submit a bug report?

How to tell Edvisor about a new idea?

Edvisor Recruit: Connecting to Google/Gmail error. How to fix it (Sign in temporarily disabled)?

Sales & accounting

Edvisor Recruit: What is the "Total Payable" in my sale?

Edvisor Recruit: What is the "Total Sales Value" in my sale?

Edvisor Recruit: What is an installment/payment write-off?

Edvisor Recruit: What happens if I cancel an installment?

Edvisor Recruit: Booking Feature

Edvisor Recruit: Sales Flow Part 2 - Sales Orders, Invoices, and Payments

Edvisor Recruit: Sales Flow Part 1 - Create a lead and Quotes

Edvisor Recruit: Course Search and Student Quotes

Edvisor Recruit: Importing Students

Edvisor Recruit: Giving discounts to students

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Tools

Edvisor Recruit: Form Field (Name) IDs

Edvisor Recruit: Reports and Analytics

Edvisor Recruit: Automation and Segments

Provider Management

Edvisor Recruit: Explore Providers

Edvisor Recruit: Custom Providers Management

Miscellaneous

Edvisor Recruit updates. When do they happen? How? How often?

Edvisor Recruit: How to reset my password?

Email

Connecting any email provider to Edvisor

Connecting my Office 365 email

Connecting my Outlook account

Connecting my Microsoft Exchange email

Email syncing states and process

Connecting my Mail.ru email

Connecting my Yahoo email

Connecting my IMAP email

Sending and receiving emails on Edvisor

Connecting my GoDaddy email

Connecting my iCloud email

Connecting my Gmail email

Connecting my QQ Mail email

Connecting my Zoho email

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Payment plan

Creating payment plan templates

Adding payment plan to quotes

Creating the payment plan in quotes and sales

Quotes

Can I have custom quote layouts?