1.4.6 Prospect Summary Account

Modified on Thu, 21 Jul, 2022 at 3:00 PM


1.46 Prospect Summary Account Getting Started Checklist:

  1. What is the Prospect Summary Account?

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


1.10Prospect 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.
1.10.1PhotoPhoto of Prospect if Uploaded.
1.10.2NameFull Name of the Prospect.
1.10.3Click to EmailPrimary Email of the Prospect. Click to Email.
1.10.4PhonePrimary Phone of the Prospect.
1.10.5StatusCurrent Status of the Prospect .
1.10.6AddedDate the Prospect was Added.
1.10.7NextNext 'Suggested Status' in the Workflow.
1.10.8AgeAge of the Prospect (Time since Date Added).
1.10.9LocationLocation of the Prospect.
1.10.10RecruiterAssigned Recruiter.
1.10.11Added FromThis 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.
1.10.12Source (Lead Source)The lead source(s) the Prospect came from. N/A displays if none assigned. See - (3.9.8).
1.10.13InterestedWhat the Prospect is Interested In. See - (3.9.3)

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