How to Add PRO to the Branches?

How to Add PRO to the Branches?

To Add PRO to the Branches, follow the steps given below:

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NOTE: THE BELOW STEPS ARE APPLICABLE FOR THE ORGANISATION LEVEL USERS ONLY.

Step 1:
         To Add PRO to the Branches, go to the ERP on the modules palette, select the Admissions module
          and then select the Create PRO under the Enquiries menu.
                                    (ERP-->Admissions-->Enquiries-->Create PRO)

Step 2:
         Select Add PRO to Branch option.Click on the Add PRO option.Give the Mobile Number and then
         click on Validate.

Step 3:
         Give the Name of the PRO to be added, Email ID,Location and then select the branches to be assigned
         accordingly.Then click on Save. PRO will be added.

Step 4:
         If you want to assign more branches to the PRO, against the respective PRO name , click on the + icon
         and then select the location and branches accordingly.Click on Assign.

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NOTE: THE BELOW STEPS ARE APPLICABLE FOR THE BRANCH LEVEL USERS ONLY.

Step 1:
         To Add PRO to the Branches, go to the ERP on the modules palette, select the Admissions module
          and then select the Create PRO under the Front Office menu.
                                    (ERP-->Admissions-->Front Office-->Create PRO)

Step 2:
         Select Add PRO to Branch option.Click on the Add PRO option.Give the Mobile Number and then
         click on Validate.

Step 3:
         Give the Name of the PRO to be added, Email ID,Location and then select the respective branch
         accordingly. Click on Save. PRO will be added.






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