CRM › Marketing & Pipeline
Prospects & Recruitment
Students and businesses before they are either. Converting a student prospect opens an SLCM application; a business one opens an account.
In CRM → Marketing & Pipeline · 3 screens
| 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 |
| Recruitment 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 |