Step1: In the Dashboard, Click ‘Associates’

Step 2: Click Add ‘Associates’ In The Top Left Corner and Fill in the Associate information.

Associate Management (Free Plan): Adding Signature

Adding Signature :

Associates can Add His/ Her Digital signature by Clicking the ‘Signature Box.’

Associate Management (Free Plan): Notifying Student list

Notifying Student List :

Associates can Add His/ Her Digital signature by Clicking the ‘Signature Box.’

Associate Management (Free Plan): View Team List

View Team List :

In the Entrily CRM, By Clicking 'My Team'

Associates Can view their Team member details like Name, Email Id, Role, Status Etc.

Associate Management(Free Plan): Notifying Institution List

Notifying Institution List :

In the Entrily CRM, By Clicking' University List'

Associates can View their Allocated / Added Institution List, Website information, and Country details.

Associate Management(Free Plan): Add Associate Notes

Add Associates Notes :

In the Entrily CRM, By Clicking' Notes'

Associates Can add their Notes and Save them for future reference. It can be edited or deleted at any point in time.

Associate Management (Free Plan): Add Associate Attachments

Add Associates Attachment :

In the Entrily CRM, By Clicking' Attachment'

Associates Can add Images and Document Files in various formats like JPEG, JPG, GIF, DOC, XLS Etc. These files can be marked as 'Confidential' By Selecting. Yes or No, Before Uploading the document.

Associate Management (Free Plan): Add Associate Task

Add Associates Task :

In the Entrily CRM, By Clicking ' Attachment'

Associates Can Add their Task by Clicking "Add Task," and Following Below mentioned Steps :

1. Click 'Add Task'
2. In "Search Templates," Associates Can Choose their Templates, If it is created before.
3. Select Date
4. Select Remainder Timing
5. Select Task Type
6. Select Date
7. Select Time
8. In the Task Details Box, Fill the details about the Task and Click 'Save.

Associate Management (Free Plan): Send Mail through Associate Window

Send Mail through Associate Window :

In the Entrily CRM, By Clicking ' Mailbox'

Associate Can Access their Mail Console. Can Compose and Receive Mails within that.

While composing the mail, user Can select Pre-Made Templates by clicking 'Select Template'..

By clicking 'Select options for Attachment,' the Associate Can select various options to upload their attachments, such as 'Browse from System,' 'Profile attachment,' and 'Email Template.'.