Monday, June 12, 2017

Prospect to Student Data Sync and Multi-Select Tags (Filters)

In order to make ampEducator data more consistent from Prospect to Student conversion we are matching all Prospect fields up to Students and combining them to the same table - so you will now have Lead Source, Interested, Tags and any other data collected and normally reserved for the recruiting process for Prospects converting to Student record automatically. In the past, for some data you would need to look up the Prospect record to see this data.

As part of this update we've made Tags multi-select so each Prospect can now have multiple Tags assigned and we have enabled Tags for Students as well. You can also filter on multiple Tags to limit the list to just the Tags you wish to see or if you want to see all then un-check all the Tags in the Tags filter as "Nothing Selected" or check all off. This will show all Prospects without limiting to just the Tags you want to see.

Coming soon we will be able to offer Financials for Prospects giving you the ability to charge fees to Prospects (such as Application Fees, etc.) before enrolling them as Students. Got Questions? Email us at!