Viewing a Summary of a Prospect's Information


Concept


Steps:

  1. Begin by navigating to the Prospect Summary page.

     

    Click the Student Recruiting link.

    Step 1
  2. Click the Prospect Summary link.

    Step 2
  3. For this example, you want to enter the ID for Susan Bressler.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0055"
    .

    Step 3
  4. Access the Prospect Summary page.

     

    Click the Search button.

    Step 4
  5. Use the Prospect Summary page to view a summary of information about a prospect, such as academic career, recruiting status, and referral source.

     

    You can also determine whether or not the prospect has applied.

    Step 5
  6. The Detail Panel link redirects you to the person's Prospect Career Data page for this academic career.

     

    Click the Detail Panel link.

    Step 6
  7. The system opens a new browser window displaying the Create/Update Prospects component, with the Prospect Career Data page selected.

    Step 7
  8. Use the Prospect Career Data page and other pages in the Create/Update Prospects component to view prospect record details.

    Step 8
  9. After reviewing the details, close the current browser window to return to the Prospect Summary page.

     

    Click the Close button.

    Step 9
  10. The Prospect Program link appears if academic program data exists for the prospect.

     

    Access the Prospect Program page.

     

    Click the Prospect Program link.

    Step 10
  11. Use the Prospect Program page to determine the programs in which the prospect has expressed interest.

    Step 11
  12. Return to the Prospect Summary page.

     

    Click the Return button.

    Step 12
  13. After reviewing the prospect's data, you might want to navigate to the Prospect Recruiters page to determine the recruiters assigned to the prospect.

     

    Click the Prospect Recruiters Summary link.

    Step 13
  14. Use the Prospect Recruiters page to view a list of recruiters assigned to a prospect.

    Step 14

Congratulations! You successfully viewed the summary pages for the prospect.

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