To see agents on a roster, select the three dot icon at the top right of the roster, choose Agent Name and select Save. To see one agent's applicants, select Filter, choose the agent under Agent and select Filter Results. Every analytics page has the same Filter option.
For admins who work with agents and want to see which applicants each agent is linked to.
| I want to | Go to |
|---|---|
| Show the agent name on a roster | Add the Agent Name column |
| List the applicants of one agent | Filter the roster by agent |
| Filter by agent details, such as country | Filter by agent custom fields |
| See analytics for one agent | Filter analytics by agent |
Add the Agent Name column
In the left navigation panel, open the Applicants, Enquiries, Students or Alumni roster.
Select the three dot icon at the top right of the roster.
In the dropdown menu, select Agent Name. You can drag columns up or down to change their order on the roster.
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Select Save.
Three dot menu on the roster with Agent Name selected.
The roster now shows the agent name next to each applicant.
Columns you add to any one of the Enquiries, Applicants, Students or Alumni rosters are added to the other three as well. For more on columns, see Adding Columns to the Roster & Sorting Columns.
Filter the roster by agent
In the left navigation panel, open the Applicants, Enquiries, Students or Alumni roster.
Select Filter.
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Under Agent, select the agent name, then select Filter Results.
The roster now lists the applicants linked to the selected agent or agents.
Filter by agent custom fields
You can also filter by custom fields in the agent registration form.
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In the filter, select Add a new custom Field, choose the Agent Registration Form and then the Field to filter on. Select Save.
Select inside the field and choose the responses to filter on. You can choose more than one, for example agents in China and Mexico from the Work Address - Country field.
To filter on more than one custom field, select Add a new custom Field again.
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Select Filter Results.
The roster shows the filtered results.
Filter analytics by agent
Every analytics page in the left panel can be filtered by agent name from Filter. This lets you track admissions data for applicants who work with agents. For example, filter the Conversion Funnel by agent to see the funnel for applicants linked to that agent.