Filtering by Agent in Roster and Analytics
Viewing the Agent Name on the Roster
You can add a column to the rosters to show which agent is working with each applicant.
Navigate to the Applicants, Enquiries, Students, or Alumni Roster on the left side navigation panel. Click the three dot icon on the top right of the roster. On the dropdown menu, tick Agent Name. You can drag the individual column upward or downward to change the order of the columns on the roster. Then click Save.
This will display the agent name next to each applicant on the roster.
If you add columns to any one of the Enquiries, Applicants, Students, or Alumni rosters, the other three rosters will be updated as well. Further advice on Adding Columns to the Roster & Sorting Columns can be found here.
Filtering by Agent in Roster
You can use the Filter to see which applicants are working with specific Agents.
Navigate to the Applicants, Enquiries, Students, or Alumni Roster on the left panel. Click Filter. Select the name of agent under Agent, and click Filter Results.
You can then view the list of applicants linked to the selected agent(s).
Filtering by Custom Fields
You can also filter by custom fields included in the agent form. Click Add a new custom Field, select the Agent Registration Form, and then select the Field to filter for. Click Save.
Click within the field to select specific responses to filter for. It is possible to select more than one response, for example, filtering for all agents in China and Mexico from the Work Address - Country field. Click Add a new custom Field again to filter by more than one custom field. Click Filter Results.
You can then view the filtered results on the roster.
You can find more information on how to filter and navigate the Rosters here.
Filtering by Agent in Analytics
You can customise analytics to track all your admissions data related to applicants working with agents by filtering for the specific agent. Each analytics page on the left panel can be filtered by agent names from Filter.
For example, you could filter by agent on the Conversion Funnel analytics, to view the conversion funnel for that particualr applicant. Find more context on our Analytics here.