CRM › Marketing & Pipeline
Prospecting
Students and businesses before they are either — found, scored and pursued. Converting a student prospect opens an SLCM application; a business one opens an account.
In CRM → Marketing & Pipeline · 3 screens
RecordsProspectsStudents and businesses being recruited. Scoring explains itself; converting hands over to SLCM or opens an account.OpenReportProspect FunnelProspects by type, source and stage, with the pipeline value behind them.OpenRecordsReferralsWho was referred, by whom, what became of it and what the referrer is owed.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Prospects | List | Students and businesses being recruited. Scoring explains itself; converting hands over to SLCM or opens an account. | 12 | 23 | 6 |
| Prospect Funnel | Report | Prospects by type, source and stage, with the pipeline value behind them. | 0 | 0 | 0 |
| Referrals | List | Who was referred, by whom, what became of it and what the referrer is owed. | 11 | 14 | 1 |