1. CFNC Campus Help Center
  2. CrossConnect User Guide
  3. Prospects

Prospects Overview

The main Prospects page contains information about prospects that have displayed interest in being recruited by your college. There are five main ways a student can sign up and appear within the Prospects page:

  • Application (in-progress; started but not completed an application)
  • CRP (College Redirection Pool; open annually from April 1 – August 31)
  • College Recruiter (prospect clicks the “Get Recruited” icon on your campus profile or adds your campus to their “College Recruiter” list in their profile under College Planning | Postsecondary Plans)
  • TAAP (Transfer Assured Admissions Policy – UNC campuses only)
  • Manual (added by the campus with a customizable source name when manually creating a prospect)

Prospect information can be exported from this pool of prospects using the prospect export settings and prospect export projects. For detailed information on how to do so please see the CrossConnect: Recruitment Export Settings and Export Projects documentation.

 

How to use the prospects page

  • Click the dropdown next to Prospects Per Page to change the number of results you see on each page below. 25 is the default setting.
  • The Filter box will allow you to sort the prospects. You can expand the Filter box by clicking in the grey area.

 

  • Within the Filter box you can choose the source (Application, College Recruiter, CRP, etc), The status (open or closed), apply a rule, or select the date range for when the prospect was created
  • The main Prospects page shows all prospects for your campus since the start of CrossConnect (August 2016)

  • The main view provides feedback containing a specific set of data about each prospect:
    • Email: Email address of the prospect student
      • For the Application and College Recruiter prospect sources, this information comes from the profile
      • For CRP and TAAP prospect sources, this information comes from those respective opt-in forms
      • For the Manual prospect source, this information is entered manually by the campus.
  •  
    • Last Name: Last name of the prospect student  
      • For the Application and College Recruiter prospect sources, this information comes from the profile
      • For CRP and TAAP prospect sources, this information comes from those respective opt-in forms
      • For the Manual prospect source, this information is entered manually by the campus
      • You can click this column header to sort the results by last name.
    • First Name:  First name of the prospect student
      • For the Application and College Recruiter prospect sources, this information comes from the profile
      • For CRP and TAAP prospect sources, this information comes from those respective opt-in forms
      • For the Manual prospect source, this information is entered manually by the campus
      • You can click this column header to sort the results by first name.
    • Middle Name: Middle name of the prospect student
      • For the Application and College Recruiter prospect sources, this information comes from the profile
      • For CRP and TAAP prospect sources, this information comes from those respective opt-in forms
      • For the Manual prospect source, this information is entered manually by the campus

Note: Middle name is an optional field (in the profile, on your application and on the TAAP and CRP forms), so you can get blank results for this field.

  • Created On: The date the student first became a prospect
    • You can click on this column header to sort the results by the date created.
  • Source: The source from where the prospect originated
    • This will either be one of the five default sources (Application, CRP, College Recruiter, TAAP or Manual).
    • Manual sources will display the source name given to the prospect record when it was created.
    • All columns are sortable by clicking on the column header, with the exception of the Middle Name column.
  • At the bottom of the screen, you can see the total number of applications displayed in your results (over all pages)
  • Click the Next, Previous, or Specific Page number to navigate through your prospects

 

Manually Adding A Prospect

Campuses can manually add prospect students to the main recruitment prospect pool. Manually added prospects have limited data (First name, Last name, Middle name, Email, Source, Permanent Address, and Mailing Address).

  1. Click the + New button () at the top of the screen
  1. You are required to enter an Email address, First name, Last name and Source for the prospect (all other fields are optional)
  •  
    • The source can be whatever you want (ex: College Fair; Campus Tour; Open House, etc.)
    • You can type in the source of “Manual” if you want to distinguish manually added sources from those populated from CFNC.org
  1. Click the Save button () to save your new prospect or click the Cancel button () to cancel your new prospect.

 

Managing Prospects

 To edit a prospect:

  1. Click on the prospect you want to edit
  2. Click the Edit button ()
  3. Make the edits you want on the prospect edit screen
  4. Click the Save button () to save your edits or click the Cancel button () to cancel and close your edits without saving.

A closed prospect is someone who was a prospect of your institution and no longer is. A prospect is automatically closed by the system when:

  • Application Source prospects are automatically closed once the prospective student successfully submits their in-progress CFNC.org application (they are now an applicant and not an Application Source prospect).
  • Get Recruited source prospects are automatically closed if the prospective student removes your campus from their “Get Recruited” list.
  • CRP source prospects are automatically closed when the College Redirection Pool data is purged from the system annually in February/March
  • TAAP and campus created prospects must be closed manually.

To manually close a prospect:

  1. From the list of open prospects, click on the prospect you want to edit
  2. Click the Edit button ()
  3. Click the Close button ()

An open prospect is an active applicant you can recruit. Someone becomes an open prospect automatically a few different ways:

  1. Someone who has an in-progress application to your campus (“Application” source prospect)
  2. Someone who listed your campus in their “Get Recruited” list in their CFNC.org profile (“College Recruiter” prospect)
  3. Someone who completed the College Redirection Pool form (“CRP” prospect)
  4. Someone who completed the Transfer Assured Admissions Policy registration form (“TAAP” prospects). For UNC campuses only.

 

Any manually created prospect automatically saves as an open prospect (see Manually Adding a Prospect section above for more details on creating new prospects).

You can manually re-open a closed prospect, to put the student back in the prospect pool (moving them from “closed” back to “open”):

  1.  
    1. From the list of closed prospects, click on the prospect you want to edit
    2. Click the Edit button ()
    3. Click the Reopen button ()

 

Common Prospect Actions (Examples)

 

Manually Add a New Prospect

You want to manually add a new prospect who attended your campus tour day

  1. Navigate to Recruitment | Prospects
  2. Click on +New button ()  at the top right of the screen
  3. Enter the new prospect’s information into the Email, First Name, and Last Name fields
  4. Enter the Source of “Campus tour day”
  5. OPTIONAL STEP: Enter the prospect’s mailing address (Country, Street 1, Street 2, City, State, Postal/Zip code)
  6. OPTIONAL STEP: If the prospect’s permanent address is the same as their mailing address, click the Copy to Mailing Permanent button; otherwise, enter the prospect’s permanent address (Country, Street 1, Street 2, City, State, Postal/Zip code)
  7. Click the Save button () 

This new prospect has now been manually added to your open prospects.

 

Manually Close a Prospect

You want to manually close a prospect

  1. Navigate to Recruitment | Prospects
  2. Make sure Prospect Sources is set to Open
  3. Type the prospect’s name into the Search box to find them in your pool
  4. Click the row to highlight the prospect you want to close
  5. Click the Edit button () 
  6. Click the Close button () 

This prospect has now been manually closed and appears in your closed prospects list.

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