Add team members to your account
The Inteleagent Onboarding Guide
Creating your account / Quick setup guide
Step 1: Signup or login in Inteleagent
Step 2: Learn how to navigate Inteleagent
Step 3: Import / create students
Step 4: Import / create providers
Step 5: Create your first application
Step 6: Work with applications
Step 7: Add team members to your account
Step 8 - Connect Inteleagent to Encharge
I found a bug! What should I do?
Anything to do before removing team members?
How can I invite a subagent to Inteleagent?
How to delete students from your database
Can I use more than one pipeline?
Import your student data in Inteleagent
Delete students from your database
How to add notes for Students?
Setting the Invoice Due Date terms
Manage finances in Inteleagent
Role-Based Access Controls and User Permissions
How do automations work in Inteleagent?
Email notifications you can control
Controlling your notifications
Work with applications in Inteleagent
How to add notes to Applications?