Add Prospects Quickly

You can use the Students page to quickly add basic information about a prospect.

Prerequisites

You must have:

  • Common - Student - View authorization

  • Common - Student - New authorization

If your institution wants Anthology Student to be integrated with CampusNexus CRM, your institution must have set up the campus location to allow you to enable CRM integration and new lead entry from Anthology Student.

Procedure to Add Prospects

  1. Click the New Prospect button on the toolbar.

  2. Select a: 

    Prospect TemplateClosed Template that contains the information you want for a prospect. The list contains the prospect templates configured by your institution in the legacy interface.

    Anthology Student displays the fields specific to the selected template.

  3. Select the following for the field or fields.

    DefaultClosed Select the check box if you want the first value you select or specify in the field for the first prospect to be the default value for all the subsequent prospects you add during the session using the Add & New button. This enables you to store the details of the prospect more quickly.

  4. Complete the fields. If the name of the field has a suffix of - Set number, you must specify at least one value in the set with that number.

  5. If you want to save and: 

    • Close, click the Save & Close button

    • Continue to add another item to the list, click the Save & New button

    6. Anthology Student displays information of the created prospect. You can expand the dialog to review the prospect name.

If the Prospect is a Duplicate

Your institution can configure Anthology Student to check for duplicates when a prospect is added. For example, your institution can configure that you are notified when the same values are specified for: 

  • Campus

  • Student name (combined)

  • Phone Number

  • Social Security Number

  • Address

  • E-mail address

Your institution can also configure whether or not you can add duplicate students. If your institution: 

  • Allows duplicates and you are in a staff group that has permission, you can override duplicate checking and add another Prospect Profile for the prospect

  • Does not allow duplicates, a dialog is displayed so that you can select the existing Student Profile to edit