Prospecting
Students and businesses before they are either — found, scored and pursued. Converting a student prospect opens an SLCM application; a business one opens an account.
13 steps · 7 questions · 3 screens on this shelf
The screens on this shelf
Records
Prospects
Students and businesses being recruited. Scoring explains itself; converting hands over to SLCM or opens an account.
Open
Report
Prospect Funnel
Prospects by type, source and stage, with the pipeline value behind them.
Open
Records
Referrals
Who was referred, by whom, what became of it and what the referrer is owed.
Open
Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.