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Associate Management (Free Plan) : Adding Associate

In Associate Management, A user can add their Associates to Allocate Tasks with limited access to the Account.

Covered Here:
  • Adding Associates to the Profile
  • Adding Signature
  • Notifying Student List
  • View Team List
  • Notifying Institution List
  • Add Associates Notes
  • Add Associates Attachments
  • Add Associates Task
  • Send Mail through Associate Window
  • Associate Log History
  • Update Associate Access Status
Associate Management (Free Plan): Adding Associate
Adding Associates To The Profile :

Steps to Add Associates in Entrily CRM are below mentioned :

Step1: In the Dashboard, Click ‘Associates’

Step 2: Click Add ‘Associates’ At 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 MadeTemplates 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.'.

Associate Management (Free Plan): Associate Log History
Associate Log History :

In the Entrily CRM, By Clicking ' Timeline'

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

Associate Can Track Activity Logs like Activity Name, Who created and Its Time.

Associate Management(Free Plan): Update Associate Access Status
Update Associate Access Status :

In the Entrily CRM, an Associate Can Update His/Her Status by following the Steps :

  1. In The Associate Dashboard, Click > Active Or Deactive > Select Confirm.
  2. The status Will be Updated.