1.4.6 Prospect Summary Account

Modified on Thu, 21 Jul 2022 at 03:00 PM

1.46 Prospect Summary Account Getting Started Checklist:

1. What is the Prospect Summary Account?

At the top of the Prospect Profile you will see Summary Account Data on the Prospect. This information is fixed and for quick reference purposes.

Technical Guide - 1.9 Prospect Summary Account

1.10	Prospect Summary Account	At the top of the Prospect Profile you will see Summary Data on the Prospect. This information is fixed and for quick reference purposes.
1.10.1	Photo	Photo of Prospect if Uploaded.
1.10.2	Name	Full Name of the Prospect.
1.10.3	Click to Email	Primary Email of the Prospect. Click to Email.
1.10.4	Phone	Primary Phone of the Prospect.
1.10.5	Status	Current Status of the Prospect .
1.10.6	Added	Date the Prospect was Added.
1.10.7	Next	Next 'Suggested Status' in the Workflow.
1.10.8	Age	Age of the Prospect (Time since Date Added).
1.10.9	Location	Location of the Prospect.
1.10.10	Recruiter	Assigned Recruiter.
1.10.11	Added From	This field displays how the Prospect was added to ampEducator. 'Web' indicates that a Webform was used and 'Application' indicates that the Prospect was manually added.
1.10.12	Source (Lead Source)	The lead source(s) the Prospect came from. N/A displays if none assigned. See - (3.9.8).
1.10.13	Interested	What the Prospect is Interested In. See - (3.9.3)