Prospects
Students and businesses being recruited. Scoring explains itself; converting hands over to SLCM or opens an account.
Where to find it
- Module: CRM
- Group: Marketing & Pipeline
- Section: Prospects & Recruitment
- Screen: Prospects
Address in the console: /crm/prospects
List · 12 columns · 23 fields on its form · 1 of them required · 6 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Prospect | Code | prospect_no |
| Name | Text | display_name |
| Type | Status | prospect_type |
| Text | email | |
| Source | Status | source |
| Interest | Code | program_code |
| Score | Number | score |
| Rating | Status | rating |
| Engagement | Number | engagement_score |
| Days quiet | Number | days_since_engaged |
| Tasks | Number | open_tasks |
| Stage | Status | stage |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Type required | Choice | Configuration list | |
| First name | Text | ||
| Last name | Text | ||
| Organization | Text | For a business, donor or employer prospect. | |
| Text | |||
| Phone | Text | ||
| Country | Text | ||
| City | Text | ||
| Industry | Text | ||
| Employees | Number | ||
| Annual revenue | Number | ||
| Source | Choice | Configuration list | |
| Source detail | Text | ||
| Campaign | Choice | Looked up from existing records | |
| Program of interest | Choice | Looked up from existing records | |
| Entry term | Choice | Looked up from existing records | |
| Estimated value | Number | ||
| Owner | Choice | Looked up from existing records | |
| Stage | Choice | Configuration list | |
| Next action | Text | ||
| Next action due | Date | ||
| Campus / office | Choice | Looked up from existing records | |
| Notes | Long text |
What you can do here
360° profile primary
Timeline
Score
Rescore this prospect
Log a touch
Record an interaction
Asks for: Subject type* Prospect* Type Direction Heading* Detail Outcome Sentiment
Convert
Convert this prospect
Asks for: Program (students) Entry term (students)
Disqualify
Asks for: Reason*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.