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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
Edvisor Insurance Marketplace
Students CRM
- Edvisor Recruit: Student Portal
- Edvisor Recruit: Student Communications
- Edvisor Recruit: What is the sales pipeline?
- Edvisor Recruit: Request documents from a student
- Edvisor Recruit: Adding custom fields and storing more information about the student
- Edvisor Recruit: Calendar of tasks, managing tasks in your own calendar
- Edvisor Recruit: Create tasks for you and for your team
- Edvisor Recruit: Close your students
- Edvisor Recruit: How to assign a lead to a specific counsellor?
- Edvisor Recruit: How to find and search students?
- Edvisor Recruit: How to remove/delete students or leads?
- Edvisor Recruit: Selling a course to a student, adding a sale
- Edvisor Recruit: Listing, managing, updating students and leads
- How to remove multiple students at once?
Marketing
Frequently Asked Questions (FAQ)
Sales & accounting
- 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
- 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
Tools
Provider Management
Miscellaneous
- Connecting my Office 365 email
- Connecting my iCloud email
- Connecting my Gmail email
- Connecting my Outlook account
- Connecting my Yahoo email
- Connecting my Microsoft Exchange email
- Connecting my Zoho email
- Connecting my GoDaddy email
- Connecting my Mail.ru email
- Connecting my QQ Mail email
- Connecting my IMAP email
- Connecting any email provider to Edvisor
- Sending and receiving emails on Edvisor
- Email syncing states and process