Lead Tabs and Properties
Lead is a Team object, and comprises the following tabs:
Note
For information about the additional Tabs and Properties that are displayed when Campaign support is enabled, see Changes in Objects with Campaign Support.
Properties Tab
The Properties tab contains system properties. It also contains custom properties created for the Lead object.
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Property (* indicates that the Property is mandatory |
Description |
Value Updated by (System/User)
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Property Can be Edited/Deleted
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Lead ID |
A unique identifier for the lead |
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Cannot be edited or deleted. |
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External SIS ID |
A unique identifier for the corresponding Lead in the SIS. |
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Name * |
The name of the Lead. This is a free text field. Maximum number of characters: 255. |
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Campus * |
The name of the Campus to which the Lead belongs. |
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Cannot be edited or deleted. |
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Team * |
The name of the Team to which the Lead belongs. |
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Cannot be edited or deleted. |
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Owner |
The User who creates the Lead. |
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Cannot be edited or deleted. |
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SSN |
The Social Security Number of the Lead. |
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Created On |
The date and time when the Lead was created. |
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Cannot be edited or deleted. |
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Last Updated |
The date and time when the Lead was last updated. |
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Link to Contact |
The Contact associated with the Lead. |
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Link to Enrollment |
The Enrollment associated with the Lead. |
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Pipeline * |
The mode of admission of the Lead. This Property can have one of the following default values: • OnGround Admissions • Online Admissions You can specify custom values for this Property. |
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Stage * |
The levels of the Lead’s progress in the Lead’s admission cycle. |
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Phone |
The primary telephone number of the Lead. |
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Time Zone |
The time zone in which the Lead is located. |
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Integration flag |
Indicates whether information about the Lead is sent to the SIS. The Integration flag can have one of the following values depending on the type of integration: Not Integrated - Indicates that the Lead item is not integrated with SIS. It is the default value. Integrated - Indicates that the Lead item is integrated with a Student record in the SIS. Application Integrated - Indicates that the Lead item is integrated with the corresponding Application record in the SIS. Inquiry Integrated - Indicates that the Lead item is integrated with the corresponding Inquiry record in the SIS. Note: This Property is not displayed in Desktop Client. |
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Hispanic/Latino |
Indicates whether the Lead is of Hispanic or Latin ethnic origin. This Property can have one of the following values:
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Citizen |
Indicates the citizenship of the Lead. For example, Non Resident. |
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Nationality |
Indicates the nationality of the Lead. For example, American. |
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Disabled |
Indicates the disability status of the Lead. This Property can have one of the following values: Unspecified: Indicates that the disability status of the Lead is not specified. Yes: Indicates that the Lead has some form of disability. No: Indicates that the Lead does not have any disability. By default, this Property is blank. |
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High school academic GPA |
Indicates the Lead’s academic grade point average in high school. This is a number type of Property that supports decimal values. For example, 3.5. |
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SIS Owner |
Indicates the SIS User associated with the Lead. |
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Send Email |
Indicates whether email messages can be sent to leads. By default, the value of this Property is Yes. Its value is changed to No in the following scenarios: • Scenario 1:If the lead opts not to receive email messages by clicking an unsubscribe link in an email. • Scenario 2: By communicating through other media with the user that email messages must no longer be sent. In scenario 1, the value of the associated contact's Send Email property changes to No. This value is then inherited in all leads associated with the contact. In scenario 2, the user changes the value of the lead's Send Email property to No. This value is then inherited in the associated contact and any other leads associated with the contact. Note The property's default inheritance is defined in the property inheritance framework. For information on changing this default inheritance behavior, see Predefined Properties Inheritance maps. |
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External SIS Applicant ID |
A unique identifier of the corresponding Applicant record in the SIS. |
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External SIS Inquiry ID |
A unique identifier of the corresponding Inquiry record in the SIS. |
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Send SMS |
Indicates whether SMS messages can be sent to Leads. By default, the value of this Property is set to No. If a mobile number is specified in the Mobile field for a Lead, the value of the Send SMS Property automatically changes to Yes. You cannot send SMS messages to Leads for whom this value is set to No, even if you select such Leads to be the recipients of SMS messages. Note SMS Mailers are sent to Leads in a Campaign regardless of the value of this Property. To ensure that the Mailer is sent only to leads whose Send SMS Property is set to Yes, you must define an appropriate Filter at the relevant Connector before the Send SMS Action node. |
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Cannot be edited or deleted. |
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Double Opt-In(SMS) |
This Property can have one of the following values:
By default, it is blank. This Property is read-only and its value is determined by various scenarios. |
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Cannot be edited or deleted.
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Address(Group) The group of Properties that comprise the address information for the Lead. These Properties are free text fields in which you can type a maximum of 255 characters. |
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Street |
The address of the Lead. |
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City |
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State |
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ZIP |
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County |
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Country |
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Region |
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Primary phone |
The phone used by the Lead. This Property can have one of the following values: • Phone • Phone1 • Phone2 • Mobile |
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Phone 1 |
The first phone number of the Lead. |
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Phone 2 |
The alternate phone number of the Lead. |
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Phone 2 extension |
The extension of the alternate phone number. |
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Mobile |
The mobile phone number of the Lead. |
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Fax |
The fax number of the Lead. |
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Area of Study |
The course which the Lead has selected. For example, Legal Studies, or Child Psychology. |
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Program Information This group of Properties comprises the Program information of the Lead. |
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Area of Interest |
The specialization in which the Lead is interested. Example: Culinary arts, or Psychology. |
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Program |
The Program for which the Lead enrolls. Example: Business Law, or Arts. |
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Program Version |
The version of the Program in which the Lead is interested. For example, an MBA in Finance. The Program Version is Finance. |
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Program Version Start Date |
The start date of the version of the Program. |
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Shift |
The shift in which the Lead is interested to pursue the course. For example, All Day, or Evening. |
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Program Level |
The Program Level of the Program the Lead wishes to pursue. For example, Certificate, or Diploma. |
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Expected start date |
The date when the course is expected to start. |
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Expected Start Term |
Estimated date of the commencement of the Term. |
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Application received date |
The date when the Application is received from a student. |
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Enrollment date |
The date when the student is enrolled. |
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Midpoint date |
The midpoint date of a Program for the student. Note The date specified in this field should be later than the Expected start date Property and earlier than the Expected graduation date Property. |
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Expected graduation date |
The date when a Program ends for the student. Note The date specified in this field should not be earlier than the date specified in the Expected start date and Midpoint date Properties. |
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Enrollment status |
Enumerated values indicating the status of the Enrollment. Following are some of the values that can be configured for this Property: • Full Time • Half Time • Less than half time • 3/4 Time Note The values configured for this Property and the Enrollment status Property of the Enrollment Object must be same. |
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Billing method |
Enumerated values indicating the method of billing. |
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Applicant type |
Enumerated values indicating the type of Applicant applying for admission. For example, if the Applicant chooses to apply online, this Applicant is categorized as Online Applicant. Note The values configured for this Property and the Applicant type Property of the Enrollment Object must be same. |
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Comment |
Comments typed by the admission representative. |
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Admissions representative |
The name of the admission representative. This Property can be hidden. If no value is specified for this Property, the value of the SIS owner Property is set by default. Note If the value of the SIS owner Property is changed later, the value of the Admissions representative will not be updated automatically. |
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Contact Properties The group of Properties comprises information about the Contact associated with the Lead. |
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School Status |
The equivalent representation of Stage Property of the Lead. This value is updated as a result of database synchronization with the SIS. |
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Student number |
The unique identification number of the student. |
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First name |
The first name of the Contact. This name is used when searching for Contacts, and in Filters. |
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Middle name |
The middle name of the Contact. |
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Last name |
The last name of the Contact. |
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Suffix |
The suffix added to the Contact‘s name. |
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Nickname |
The nickname of the Contact. |
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Maiden name |
The maiden name of the Contact. |
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E-mail * |
The Contact’s e-mail address. This email address is used to track Messages from the Lead, and threads the Messages into an Interaction. |
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Secondary e-mail address |
The alternate e-mail address of the Contact. |
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Gender |
The gender of the Contact. |
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Date of birth |
The date of birth of the Contact. |
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Marital status |
The marital status of the Contact. |
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Veteran |
Indicates whether the Contact is a veteran. |
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Student ID |
The ID of the Contact’s corresponding student record created in the SIS. |
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Preferred name |
The preferred name of the Lead. |
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Lead Information This group of Properties comprises general information about the Lead. |
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Education Level |
The Lead’s previous education level. For example, High School, or Masters. |
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Lead Source |
The source from where information about the Lead is obtained. For example, Radio, Internet Advertisement. |
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Account source |
The Account from which the Lead information is obtained. |
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Lead category |
Indicates the category of the Lead Source. For example, High School, or College. |
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Lead Type |
Indicates the background of the Lead. For example, Walk in, or Referral. |
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Extra-curricular |
Any extra-curricular activity performed by the Lead outside the realm of the normal curriculum of education. |
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Method of contact |
The medium of communication used to communicate with the Lead. For example, Phone, e-mail, letter, or fax. |
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Rating |
Indicates the grade of the Lead. |
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Campus type |
Campus to which the Lead belongs. |
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Duplicate |
This property can have one of the following values:
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Invalid |
This property can have one of the following values:
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Disqualified |
This property can have one of the following values:
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Reason for disqualification |
The reason for the Lead being disqualified. |
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Currently in the Military |
Indicates whether the Lead is currently serving in the military. |
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Original Lead |
This Property will be blank if the Lead is original. For duplicate Leads, the value specified in the Name Property of the original Lead will be updated in this Property. |
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Application Name |
Name of the Application that the Lead is associated with. |
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Non-immigrant Student Tab
In addition to values of Properties in the Properties tab of the Contact, values of Properties in this tab will also be sent to the SIS using the functionality of the Outgoing Queue Object when the CRM and SIS databases are synchronized. Further, changes to corresponding fields of the Non-immigrant Student tab in the SIS will be updated in CampusNexus CRM as a result of Incoming Queue items that are created.
The functionality of the Update type column in the Contact-to-Lead and Lead-to-Contact Properties Inheritance Maps is also applicable to properties in the Non-immigrant Student tab.
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Property |
Description |
Value Updated by (System/User) |
Property can be Edited / Deleted
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Non-immigrant Student |
Indicates whether the Lead is a non-immigrant Student. Select Yes or No. |
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SEVIS ID |
The Student and Exchange Visitor Information System (SEVIS) ID. This is an eleven-character identifier assigned to the Lead by the United States Immigration and Naturalization Service (INS). |
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Cannot be edited or deleted |
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Transaction status |
This Property can have one of the following values: • Ready to send • Sent • Ready for DSO (Designated School Official) • Acknowledged • Terminated |
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Cannot be edited or deleted |
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Action |
This Property can have one of the following values: • For the F1 and M1 SEVIS visa types: • Initial • Continued Attendance • Other • For the J1 SEVIS visa type: • Begin New Program • Continuing Exchange Visitor |
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Cannot be edited or deleted |
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Student Information (Group) |
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Visa type |
Indicates the types of visas used for SEVIS processing. This Property can have one of the following values: • F1 • J1 • M1 • Other Note Values in this Property will be available for selection after CampusNexus CRM is synchronized with the SIS database. |
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ITIN / Tax ID |
The ID issued to the Lead by the Internal Revenue Service (IRS). |
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City of birth |
The city in which the Lead was born. |
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Country of citizenship |
The country of citizenship of the Lead. |
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Student DSO / RO |
The Designated School Official (DSO) or Responsible Officer (RO) of the Lead. Note Values in this Property will be available for selection after the two databases are synchronized. |
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International advisor |
The Lead’s international advisor from staff members in the International Advisors group. Note Values in this Property will be available for selection after the two databases are synchronized. |
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Proof of adequate health insurance submitted |
Indicates whether proof of adequate health insurance is submitted. This Property can have one of the following values:
Note This Property must be updated only for Leads with a J1 visa. |
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Health provider |
The health insurance provider of the Lead. |
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Health insurance end date |
The date when the Lead’s health insurance ends. |
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F1 / M1 Data (Group) |
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Transfer from |
The university or location from where the Lead has been transferred. |
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F1 / M1 Data - Country of birth |
The country of birth of the Lead. |
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Commuter |
Indicates whether the Lead commutes to the class room. Select Yes or No. |
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F1 / M1 Data - Last permanent resident country |
The last country in which the Lead was a permanent resident. |
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Criminal conviction |
Indicates whether the Lead was convicted as a criminal. Select Yes or No. |
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Remarks for I-20 |
Notes about the Lead’s I-20 status. |
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English proficiency required |
Indicates whether proficiency in English is required. Select Yes or No. |
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English proficiency met |
Indicates whether proficiency in English has been met. Select Met or Not Met. |
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English proficiency not required reason |
Indicates the reason why proficiency in English is not required. Maximum number of characters: 255. |
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F1 / M1 Data - Funds (Group) |
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Personal |
The personal funds available with the Lead. |
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School fund |
The funds provided to the Lead by the school. |
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School fund description |
A description of the funds provided by the school. Maximum number of characters: 255. |
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F1 / M1 - other data |
Information about other funds available to the Lead. |
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Other description |
Other information about funds available to the Lead. Maximum number of characters: 255. |
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Employment |
Funds available to the Lead through employment. |
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Employment description |
A description about the Lead’s employment. Maximum number of characters: 255. |
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Funding remarks |
Remarks about funds available with the Lead. Maximum number of characters: 255. |
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Authorization to Drop Below Full Course Load (Group) |
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Authorization reason |
Indicates the reason to enroll in fewer courses than is required. Maximum number of characters: 255. |
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Authorization start date |
The date when the authorization was provided to the Lead. |
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Authorization end date |
The date when the authorization to enroll in fewer courses than is required ends. |
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Authorization remarks |
Remarks about the authorization to enroll for fewer courses than is required. Maximum number of characters: 255. |
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J1 Data (Group) Form number |
The serial number of the J1 visa form. Maximum number of characters: 255. |
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Position code |
The position code number of the Lead. |
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Subject |
Indicates information about the J1 status of the Lead. Maximum number of characters: 255. |
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Category |
Indicates the J1 category of the Lead. This Property can have one of the following values: • Student Secondary • Student Associate • Student Bachelors • Student Masters • Student Doctorate • Student Non-Degree • Trainee Specialty • Trainee Non-Specialty • Teacher • Professor • International Visitor • Alien Physician • Government Visitor • Research Scholar • Short-term Scholar • Specialist • Camp Counselor • Summer/Work/Travel • Au Pair |
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J1 Data - Country of birth |
The Country of birth of the Lead. |
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J1 Data - Last permanent resident country |
The last country in which the Lead was a permanent resident. |
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EV matriculation |
Indicates matriculation details of the exchange visitor (EV). |
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Cannot be edited or deleted |
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Infraction type |
The type of infraction committed by the Contact. |
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Cannot be edited or deleted |
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Remarks for IAP-66/DS-2019 |
Indicates remarks about the IAP-66/DS-2019 form for the Lead. Maximum number of characters: 255. |
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J1 Data - Funds (Group) |
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Non-immigration govt |
The amount of non-government funding provided to the Lead. |
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J1 Data – personal |
The personal funds available to the Lead. |
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Bi-national commission |
The amount of bi-national commission funds available to the Lead. |
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Program sponsor |
The amount of funds available to the Lead from the program sponsor. |
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J1 Data – other |
The amount of funds available to the Lead from other sources. |
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US government agency 1 |
The code of the American government agency that is funding the Lead. |
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US government agency 1 – amount |
The amount of funding available to the Lead from the agency specified in the US government agency 1 Property. |
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US government Agency 2 |
The code of the American government agency that is funding the Lead. |
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US government Agency 2 – amount |
The amount of funding available to the Lead from the agency specified in the US government agency 2 Property. |
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US international org 1 |
The code of the international organization that is funding the Lead. |
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US international org 1 – amount |
The amount of funding available to the Lead from the agency specified in the US international org 1 Property. |
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US international org 2 |
The code of the international organization that is funding the Lead. |
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US international org 2 – amount |
The amount of funding available to the Lead from the agency specified in the US international org 2 Property. |
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Immigration Data (Group) |
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Passport number |
The passport number of the Lead. Maximum number of characters: 255. |
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Passport issuing country |
The country in which the Lead’s passport was issued. |
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Passport expiry date |
The date of expiry of the Lead’s passport. |
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Visa number |
The visa number of the Lead. Maximum number of characters: 255. |
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Visa issue date |
The date of issue of the visa. |
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Visa expiration date |
The date of expiry of the visa. |
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Place visa issued |
The name of the city where the visa was issued to the Lead. |
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I - 94 (Group) |
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Number |
The number of the I - 94 form of the Contact. |
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D/S indicator |
Indicates whether the duration of stay (D/S) has been specified in the I - 94 form. Select Yes or No. |
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Date of entry |
The date of the Lead’s entry into the United States of America as specified in the I - 94 form. |
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Expiration date |
The date of expiry of the I - 94 form. |
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Port of entry |
The port of entry of the Lead into the United States of America. |
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History Tab
This tab displays all events in the history of the Lead. For example, actions such as property change or categorization are recorded as events. For a new Lead, this tab is always blank.
Categories Tab
This tab lists the categories created for the Lead object. From this tab, you can categorize the Lead by selecting one or more categories.
Test Scores Tab
This tab lists the Test Score items associated with the Lead.
Document Status Tab
This tab lists the Document Status items associated with the Lead.
Ethnic Groups Tab
This tab lists the Ethnic Group items associated with the Lead.
Pronouns Tab
This tab lists Pronoun items associated with the Lead.
Assignment Logs Tab
This tab displays the actions carried out on the Lead when the Stage Owner, Team, and School Status properties are updated.
Note
Only Users with the System Administration or Business Administration Permissions can view the Assignment Log tab in the Lead Item View, and create Assignment Log object items for a lead.
Interactions Tab
This tab displays the Interactions associated with the Lead. For information about the properties displayed in this tab, see Interaction Tabs and Properties.
Activities Tab
This tab presents a unified view of Interactions associated with the Lead. When you double-click an Activity, the child Interaction item opens in its window.
Duplicate Leads Tab
For original Leads, details of duplicate Leads will be listed in this tab. For duplicate Leads, this tab will be blank, and will be read-only.
Previous Education Tab
This tab lists Previous Education details of the Lead.
Calendar Events Tab
The Calendar Events tab displays details of Calendar Events that are sent to attendees. For a new Object record, this tab is always blank. The following table describes the Properties displayed in this tab:
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| Calendar Event ID | A unique identifier of the Calendar Event. The value for this Property is automatically generated. |
| Calendar Event Name | The name of the Calendar Event. This value is typed by the user in the Name field of the Add Calendar Event dialog box. |
| Start Date / Time | The date and time when the Calendar Event starts. |
| End Date / Time | The date and time when the calendar event ends. |
| Time Zone | The time zone that is selected for the Calendar Event. |
| Location | Details of the location of the Calendar Event. |