A closed prospect is someone who is no longer a prospect because 1) they enrolled at your school or 2) decided to enroll elsewhere.

To close a prospect, enter the Close Date. The Closing Disposition is not required but is recommended.   Once a Close Date is added, the prospect’s Status changes from “Open” to “Closed”. Open prospects are displayed on the list by default.

Prospects4


Previous Topic: Follow-Up with Prospects | Next Topic: Description of Prospects Fields