4.1.1.1- Config - Prospective

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The Prospective Sub-Menu has 3 Tab Sections, ‘Heard Through’, ‘Funnel Status’ and ‘Custom Fields’ that can be changed.

Prospective students can here about your institution from a variety of sources. Customize those sources here. You must have at least one item in this list.


 

Depending on where they are in the sales process each prospect can be identified by a status. You can customize the different types of status here. You must have at least one item in this list.

 

 

In addition to the fields found in ampEducator you can define up to 30 custom fields specific to your institution. These fields are shared between prospective students and students so you can choose to have each field either exclusively for a prospect or for both a prospect and a student. These fields will appear when you edit a prospective student's information.