Scenario:
1. Can we add our own prospects?
2. How do I add a new prospective student?
Solution:
Manually adding a new prospective student is easy. To get started:
- Click on the Students tab in the upper left
- Click on the Prospects sub tab
- Click Add New
This will open the Workflow on the right side of the page:
The top half of the workflow is used to record follow-up actions and closing disposition, while the bottom half of the workflow stores the student's personal information. None of the fields are required to create a new prospect, so once you've recorded as much information as you like hit Save to finish the process.
Below, we've included brief descriptions of each field in the workflow for schools that would like to know more.
| Field | Description |
| 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. |
| Notes | An administrator can make notes about meetings or phone calls with the prospect |
| Follow-up Date | The date to follow up. |
| Next Follow-Up Action | A customizable list of follow up actions. |
| 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. |
| 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. |
| Student Name | Name of student |
| Date of Birth | Date of Birth |
| Contact / Address / Phone & Email | Parent/Guardian Name / Address / Phone & Email |
| Grade Entering | The grade the student will be entering at the beginning of the school year |
| Name of Current School | Name of the school the student is currently attending |
| How Heard About School | How the prospect heard about the school |
| Log Date | Date and time the record was entered |