Discover how to create a Sale from a selected program on a quote.
Once a student has decided on the program they'd like to enroll in, it's time to proceed with the trip preparation process by initiating a Sale on Edvisor.
- Open the quote.
- Click on the 'New Sale' button at the top of the screen.
- Select the program option chosen by the student.
💡 A student can indicate their interest in any of the programs you've forwarded by clicking on the heart icon within the quote.
You'll immediately see the selected option highlighted in green.
You can also do this manually by clicking on the 3-dots icon > 'Mark as interested'.
This step is not mandatory, but when you do it, that course will be tagged as "interested" for easier identification when creating a sale.
- Enter a name/title for your Sale and select a currency.
This action will navigate you to the sale profile, where you can:
💡 Remember “Sales” are 100% in sync with the Student Portal, ensuring seamless coordination between agents and students throughout the entire process.