Manually Creating Suspects and Prospects

Use this section to enter biographical information about the constituent (such as name, birth date, gender, and so forth).

You can enter multiple types of postal addresses, phone numbers, and email addresses in this section. For each contact method, if multiple entries exist then one of the entries is selected as primary.

Two Higher Education specific links are available in the Toolbar: Academics and Test Scores. Note that these two links are displayed only if the Higher Education installation option has been enabled. Clicking the Academics link takes you to the Academics component, while clicking the Test Scores link transfers you to the Test Scores component of the constituent.

Select the prospect’s admit type for this career (for example, First Year).

Select the admit term for the prospect's career (for example, 2008 Fall).

The value in this field is used in the Recruiting Performance Fusion Intelligence reports off of the CSW: Recruiting & Admissions Interactive Dashboard.

Enter a specific campus with which to associate the prospect. Campuses are defined on the Campus Table page in Student Administration.

Select the person’s recruiting status. The recruiting status indicates the level of interest, at the academic career level, that your institution has in the prospective student. For example, you might consider a person who attended an on-campus event a suspect (someone whom you suspect is interested in your institution). Conversely, you might consider a person who sends a prospect card a prospect (someone whom you know is interested in your institution).

Select the appropriate academic load for this career (for example, Full Time or Part Time).

Select the academic level for this career (for example, Freshman or Post-Bacc).

Select the housing interest that the person indicated. Values for this field are delivered with your system as translate values that you can modify. Delivered values are (none), Commuter, Off Campus, and On Campus. This field is for informational purposes only.

Select to indicate that this prospect has an interest in financial assistance. This field is for informational purposes only.

Enter the appropriate referral source for this prospect. A referral source indicates how this person became a prospect, and is a high level indicator of how your institution came into contact with the person. Example referral sources include Drop-In, Campus Event, or College Fair.

Enter the date, if different than the default date, on which you entered this referral source. The default date is the system date on the day the record was added.

If this constituent is sponsored by a company , then enter the Company here. Only one sponsored company per constituent per career is currently supported (if a constituent has more than one career, he or she can have more than one sponsor). If the company does not exist in the system, you can use Quick Create to add its information.

Enter an academic program such as Arts or Science.

Select the lifecycle status for this constituent. Choices are Suspect, Prospect or Inactive. Additionally Applicant , Student, and Alumnus statuses are set automatically by Campus EIPs.

Enter the campus in which this prospect is interested. This value is updated to the actual campus when the prospect becomes an applicant.

The date that this Program’s lifecycle status was last updated.

Enter an academic plan if it is known. You can enter multiple academic plan and sub plan pairs for a specific program.

Enter an academic sub plan if known. It is possible to enter a plan without an associated sub plan.

The admissions application number in Campus Solutions so that more details of the application can be viewed.

The status of the application (taken from the Application program status).

The current status of the student (for example Withdrawn, Transferred, Active, and so on).

The date on which either the application status or student status was last updated.

Enter the last school that the prospect attended. Because a person might attend several schools in his or her external academic career, it is helpful to know which school the person attended most recently. The postal code of the last school attended is added as one of the assignment fields within the Sales component for assigning recruiters.

Enter the graduation date from the last school that the person attended.

Specifies the school type (for example, Secondary).

Specifies whether the school is public or private.

The city in which the school is located.

The state in which the school is located.

The country in which the school is located.

The school's postal code. This field is used in the Sales module to aid in assigning recruiters.

Grade point average, as reported by the constituent.

The number of students in the constituent's class group at the school.

The rank that the constituent attained at the school.

The constituent's percentile in his or her class.

Enter the test you are recording.

Enter the first test component. Values for this field are determined by the test ID that you enter.

Enter the score, percentile, or both for this test component.

The date on which this test was taken.

Select how this test information was reported. For example, the data could have been self-reported or received from a testing agency.

Select the applicant’s academic level at the time this test was taken. This level can be different from the applicant’s current level.

Enter a letter score for this test component, if applicable.

The default for the loaded date is your system date. You can edit this field if necessary. If this information is electronically loaded, this field is automatically populated with your system date the day the data is loaded.

The LSAT 3-Year Test Index appears if this information has been loaded.

The system selects this check box by default, which indicates that this test was administered in a standard way. Clear this check box if the test was administered in a nonstandard or non-timed way.