Navigating the System
BANG User Manual
Access the user manual by clicking the link below: Click Here to access the BANG User Manual
Deleting a Filter
Using the Advanced Global Search
Advanced Global Search can be used to narrow down which modules you would like to search the contents of. For example, you may be searching specifically for a lead, so you would only want to search the Leads module. To access the Global Search, ...
Adding a Task
When adding a task, only the mandatory fields need to be filled. This guide will include instructions for filling out each field. --- Hover over Activities, click on Tasks OR hover over ADD in the top right and click Task. Enter the following details ...
BANG Email Summary
This list summarizes the email triggers in BANG, who they go to and if they can be changed in settings. It also colour coordinates the Email Template names to the group receiving it so franchisees can edit the emails in their local office. CLICK HERE ...
BANG Groups and their Permissions
Roles Permissions Franchise Owners Franchise owners will have full permission of Client Delivery Models and see all of their own data. They will not have access to other franchise's data. Adminstrator Adminstrators will have full permission of Client ...
BANG Icon List
Icon Explanation Edit Create a Duplicate Campaign Make a Campaign Inactive Delete Book Consultation Add/Renew Enrollment Account Summary Add Notes Cancel Consultation/Enrollment Reschedule Consultation Filter Filtered List, if you hover ...
Bulk Action
Select at least two rows that you want to complete the same action for Click on Bulk Action Select the action you would like to take Email Mass update Merge Print as PDF
Quick Add in BANG
The Quick Add functionality will be visible on every screen. It allows you to efficiently add leads, tutors, documents etc. On the top right of the screen, hover over the ADD button. You will see the following options: Lead Tutor Quick Match Task ...
Global searching in BANG
The global search function is available on every page and allows you to search for anything in the system. In the top right corner of the screen, click into the Search… textbox Type in a client’s or tutor’s name Press Enter on your keyboard or click ...