How to create a 'Sale' on Edvisor

Discover how to proceed with the sales process from a selected program on a quote by creating a sale.

Once a student has decided on the program they'd like to enroll in, it's time to proceed with the sales 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.

Edvisor Sales3

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.

Edvisor Sales1

This action will navigate you to the sale profile, where you can share documents back and forth and request payments from your students.