Pane 1
Pane 2
Pane 3
Pane 4
Miscellaneous
100
This is the tab where new builds in Talisma appear.
What is "New" tab.
100
This is where you set a callback for your prospects in Talisma.
What is Interaction Details.
100
This is where you would view the student's contact information.
What is Contact Full Profile?
100
This is where you would go to send the application to the student.
What is Sales Stage details > create BOAS.
100
This is where you would go to set/edit filters. How often is this done?
What is Edit > Filters; beginning of each term.
200
This is where your students appear once you have sent them an OOE.
What is In Progress
200
This is where you would relay information to the transcript/accounting/academic admin team.
What is service request form.
200
This information must be updated before sending a student an OOE.
What is the address?
200
This must be updated when you move a student to your Future Prospect's tab.
What is Session/Session Year?
200
This is where you would go to submit a hand-signed TRF.
What is service request form?
300
This is the place where you rush/delete an email that has been sent in Talisma.
What is Go-To > Outbox
300
This is where you would view the Interactions for the BOAS Transcripts and EC.
What is Interactions.
300
You would list a military student as Separated/Retired if they're status is...
What is a veteran?
300
You would look here to find out if we've received a student's transcripts.
What is the Transcript tab?
300
How often should you check emails from contacts, today's follow-ups, and misc interactions?
What is every hour?
400
This is where you would go to check your No or Expired Callbacks in Talisma.
What is Interaction Search.
400
This is how you would relay a message to the EC working with your student.
What is F3 comment.
400
The Bill To and Ship To should say this before sending an OOE.
What is Home?
400
This is where you would review a student's matriculation status.
What is admissions details?
400
Your students move to your Holds Tab after this happens.
What is accepting an OOE?
500
This is how you check Current students that have started the application.
What is BOAS Transcript- Application Started.
500
This is where you can view your notes in your own interactions.
What is Conversation Pane.
500
This is where you would go to add back a deleted property under Contact Full Profile.
What is Pane 4, Demographic Info or Properties.
500
This is the tab where you find the order status of a student's book.
What is OOE Orders?
500
This is where you go to access the Institution Workspace.
What is Go-to > Home > Institution
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