Monday, March 6, 2017

Where did Prospect Configuration Go?

Don't worry (just like Course Configuration last week) Prospect Configuration has been move to Institution Config under your Admin Username. We kept tabs for organization purposes that most users have been familiar with in the old Configuration section. Now when you click on Prospects in the Institution Config it will show Default, Custom, Interested, Reasons, Recruiter, Sources, Tags and WebForm 'Tabs'. Clicking on the Name of the Tab displays the options and editing the options will open a modal window.

New Prospect Configuration Section

Editing Prospect Custom Fields
While the Prospect Config may look a little different the only real change that occurred here was Recruiter Auto-Assignment feature. You may or may not be using this feature but some clients let ampEducator assign recruiters to new leads added to the system 'Round Robin' style automatically rather than having a Recruiter Manager do this manually. There was an option to auto-assign from a Alphabetized list of Recruiter names but since no clients were using the Alphabetical assignment the option was dropped and only Round Robin assignment exists now. The method for setting this up looks a little different than before but the functionality remains the same. You expand the location by clicking in the (+) and then assign the Round Robin list of Recruiters. This is optional and not required to be able to assign recruiters by location manually. As long as you provide the Recruiter with the Location Access in their user Profile, you can assign them manually to any lead in ampEducator.

New Prospect Recruiter Round Robin Configuration Section

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