Viewing a Summary of Recruiters Assigned to a Prospect


Concept


Steps:

  1. Begin by navigating to the Prospects by Category page.

     

    Click the Student Recruiting link.

    Step 1
  2. Click the Student Recruiters link.

    Step 2
  3. Click the Recruiter Summary link.

    Step 3
  4. Click in the Recruiter ID field.

    Step 4
  5. In this example, you want to enter the code for recruiter, Gloria Wilson.

     

    Enter the desired information into the Recruiter ID field. Enter

     a valid value
     e.g.
     "ADREC2"
    .

    Step 5
  6. Access the Prospects By Category page.

     

    Click the Search button.

    Step 6
  7. Use the Prospects By Category page to view a list of prospects assigned to a specific recruiter for any category to which the recruiter is assigned.

    Step 7
  8. You must enter at least one selection criterion in the Select Prospects By group box.

    Step 8
  9. Click in the Category field.

    Step 9
  10. In this example, you want to enter the code for High GPA.

     

    Enter the desired information into the Category field. Enter

     a valid value
     e.g.
     "HGPA"
    .

    Step 10
  11. You can select a Sort Prospects By option to sort the search results.

     

    For this example, use the default value of Admit Term.

    Step 11
  12. Click the Search button.

    Step 12
  13. The system displays a list of the prospects assigned to the specified recruiter according to the criteria you that you selected.

    Step 13
  14. The Prospect Program link appears if program data exists for this prospect.

     

    Access the Prospects Program page for the prospect Barry Brown.

     

    Click the Prospect Program link.

    Step 14
  15. Use the Prospects Program page to determine the programs in which the prospect has expressed interest.

    Step 15
  16. Return to the Prospects by Category page.

     

    Click the Return button.

    Step 16
  17. You can click the Carry ID button to carry forward this prospect's ID to other pages that you access.

    Step 17
  18. Access the Applicants By Category page.

     

    Click the Applicants By Category tab.

    Step 18
  19. If the prospect is also an applicant, you could use the Applicants By Category page to view a list of applicants assigned to a specific recruiter for any category to which the recruiter is assigned.

    Step 19
  20. For more information about this page, see Viewing a Summary of Recruiters Assigned to an Applicant in the Managing Application Records lesson.

    Step 20
  21. Click in the Category field.

    Step 21
  22. In this example, you want to enter the code for High GPA.

     

    Enter the desired information into the Category field. Enter

     a valid value
     e.g.
     "HGPA"
    .

    Step 22
  23. Click the Search button.

    Step 23
  24. The system displays the applicants assigned to the specified recruiter according to the criteria you that you selected.

    Step 24
  25. Access the Prospects By Region page.

     

    Click the Prospects By Region tab.

    Step 25
  26. Use the Prospects By Region page to view a list of prospects assigned to a specific recruiter for a region.

     

    For example, you might search by the Last School Attended or by Region.

    Step 26
  27. Access the Applicants by Region page.

     

    Click the Applicants By Region tab.

    Step 27
  28. If the prospect is also an applicant, you could use the Applicants By Region page to view a list of applicants assigned to a specific recruiter for a region.

    Step 28
  29. For more information about this page, see the Viewing a Summary of Recruiters Assigned to an Applicant topic in the Managing Application Records lesson.

    Step 29

Congratulations! You successfully viewed a list of prospects assigned by category to a specific recruiter and applicants assigned by category to the same recruiter.

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