Using Leads and Opportunities for Recruiting

Leads and opportunities are used by recruiters to track the history of their communication with a prospective student, track prospect contacts, and determine the current status of that prospect is in the recruiting cycle.

When a prospect is qualified from marketing activities , a lead is typically created in the Sales module and assigned to a recruiter. In CRM for Higher Education, you can assign recruiters by zip code of the last school attended and by institution, career, program, and plan for a more specialized recruiter. The recruiter can then follow up on the lead and track the progress of the prospect through the multiple lead statuses available.

The academic information for a prospect is displayed directly on the lead so that a recruiter can view and update the program and plan information in which a prospect may be interested. Once a lead progresses to a certain point (for example, when a constituent applies), the lead is converted to an opportunity and the recruiting process continues until the constituent becomes an applicant and then, it is hoped, an enrolled student.

This process is described in more detail in the Sales documentation.