1.4.3 Prospect Stages & Tags

Modified on Thu, 21 Jul 2022 at 05:46 PM

1.4.3 Prospects Stage, Status, Search Filters Getting Started Checklist:

  1. Prospect Stages in ampEducator
  2. Using Tags

1.  Prospect Stages in ampEducator.

In ampEducator, "Prospects" are the Total Prospective Students that are total count of 4 primary fixed Stages; (1) Lead, (2) Enrolled, (3) Lost and (4) Rejected. These Stages are the minimum Status that ampEducator requires to Track and Report on Prospective Students. The Stages have % amounts that track the Stage as a Total of All Prospects (hovering your mouse over the Stage reveals instructions as well). Custom Stages can be added as required under Institution Config > Prospects > Stages.

Prospects can be added from integrated webforms (website, social media, third-party vendor, application forms, API, etc.) or manually using the green "New Prospect" button at the top left of Prospect list. When Prospects are added the Lead” Stage is the first Stage and is automatically assigned to all Prospects:

2. Using Tags

As an alternative or in conjunction with the fixed Stages, you can use Prospect Tags to customize to your workflow. Tags will appear next to the Status in Orange

You can update these as an Admin user under Institution Config > Prospects > Tags:

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