Scenario:

1. What should I do if a prospect decides to enroll?

2. How do I close a prospect?


Solution:

When an existing prospect commits to enrolling at your school, or enrolls elsewhere, or decides they are just no longer interested, you should close their prospect entry.


To close a prospect, enter the Close Date. Once a Close Date is added, the prospect’s Status changes from “Open” to “Closed” automatically.

Prospects4

Closing Disposition isn't technically required, but we still recommend filling it out. The information could be useful if the prospect is reconsidering your school in the future.