Adding New Prospects

there are multiple ways to bring new prospects into your system, making it easy to manage and engage with them from the start you can add prospects manually, integrate webforms from your website and other platforms to capture their information automatically, import them in bulk using a csv file, or convert agency submissions into prospects adding a new prospect manually to add a new prospect, click the new prospect button from the main prospects page a pop up modal will appear where you can enter key details like name, email, phone number, and location here’s a quick overview of the key fields name, email, phone – basic contact info email must be unique for each prospect duplicates – ampeducator automatically checks for duplicates as you type student assigned id – click the wand icon to auto generate a student number, or enter one manually if needed these id settings can be configured in student ids docid\ vnitsdk6sdr2cq2sgffn7 , giving you flexibility in how student ids are generated admin advisor assign – based on your system settings, an admissions advisor will be assigned automatically or through round robin docid\ j1npop8rfhi1cyyxd6c5z override adm advisor – check this box if you’d like to manually choose a specific admissions advisor instead location – select the relevant campus or location agent – choose the referring agency or agent, if applicable lead source / interested in / tag – these optional dropdowns allow you to assign tracking fields that help organize and follow up with prospects more effectively when you click add , the new prospect is automatically placed in the lead stage you’ll then be taken directly to their profile, where you can continue adding more details, upload documents, and manage their progress through your admissions process duplicate prospects as you add a new prospect, ampeducator automatically checks for duplicate records while you type this helps prevent creating duplicate profiles if a potential duplicate is found, you can compare the information, such as names and contact details, to ensure they’re not the same person adding new prospects through integrated webforms with ampeducator, you can add new prospects automatically from integrated webforms such as your website, social media, third party vendors, or application forms via api these customizable forms can include fields for essential information such as names, contact details, and specific interests once completed, the information is sent directly to your ampeducator account as new leads, streamlining the process of adding prospects to your system and enhancing your outreach efforts for more information on setting up these forms and managing leads, see forms docid\ xsjlma37redexchhokfkj or reach out to us at support\@ampeducator com importing new prospects via csv if you need to add multiple prospects at once, importing a csv file is the most efficient method check out imports docid\ qshqy5cbug57s1az2g2sc for more information on importing files if you need some assistance, feel free to reach out to us at support\@ampeducator com or start a support ticket for assistance turning agency submissions into prospects if you work with agencies, they can submit leads directly into ampeducator these submissions will show up as "lead submissions," where you can review and convert them into prospects once converted, they will appear on the prospects list as leads see agent submissions docid\ q5elc8yu81 hprzgjbttv for more information