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Frequently Asked Questions
Study Plans
How do I create a study plan for a prospect?
What is Quick Create and when should I use it?
Can I edit a study plan after it has been generated?
What is the difference between a sample study plan and a final one?
How do I share a study plan with a prospect?
How do I know if a prospect has viewed their study plan?
What does "Not sure yet" mean in the career goal section?
Where do awarding bodies come from in the cover letter?
CRM & Prospects
What do the prospect statuses mean?
Can I edit a lead after creating it?
How do I log a call or meeting with a prospect?
How do follow-ups work?
Can I assign a prospect to another advisor?
How do I filter the pipeline by programme or intake?
Email & WhatsApp
How do I set up my email to send study plans?
The email isn't sending, what should I check?
How do I send a study plan via WhatsApp?
Which browser should I use for WhatsApp sharing?
Template Editor
What are template variables and how do I use them?
How do I add a new version of a study plan template?
Can I format text in the cover letter and email?
The cover letter looks wrong in the PDF. How do I fix it?
Admin
How do I add a new user?
What is a PIC and how is it different from a User?
Why can't I see any data in the Analytics dashboard?
How do I change the programmes available for study plans?
Account & Access
I forgot my password. How do I reset it?
Can I access the system on my phone?
Support
How do I get help if something isn't working?
What should I include in a support ticket?
How do I check the status of my support ticket?
APEL.A Portfolio
What is APEL.A and who is it for?
How do I create an APEL.A portfolio?
Does my work save automatically?
Can admins see the portfolios I create?