Field
Description
1
Tags
Tags are searchable pieces of text that can be applied to a record. Multiple tags can be added to a single record and they can be used to for any tracking purpose. For example, tags can be used to track programs of interest, IEP status, Town of residence etc.
2
Notes
An administrator can make notes about meetings or phone calls with the prospect
3
Follow-up Date
The date to follow up.
4
Next Follow-Up Action
A customizable list of follow up actions.  
5
Close Date / Status
The date the prospect stopped being a prospect, either because they enrolled at your school or decided to enroll elsewhere. Once a Close Date is added, the prospect’s Status changes from “Open” to “Closed”. Open prospects are displayed on the list by default.
6
Closing Disposition
A description of why the prospect closed. Examples may include, Enrolled, Enrolled elsewhere, and Lost contact. You may want to list the specific school the prospect choose to go to so you can analyze the other school’s offerings.
7
Student Name
Name of student
8
Date of Birth
Date of Birth
9
Contact / Address / Phone & Email
Parent/Guardian Name / Address / Phone & Email
10
Grade Entering
The grade the student will be entering at the beginning of the school year
11
Name of Current School
Name of the school the student is currently attending
12
How Heard About School
How the prospect heard about the school
13
Log Date
Date and time the record was entered


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