Advisors

the advisors tab allows you to control how new prospects are assigned to admissions advisors and how notifications and auto replies are handled when a prospect is added assignment type – choose how prospects are assigned default all new prospects are assigned to the advisor you select default advisor – if you chose default above, pick the advisor who should receive all new prospects round robin docid\ j1npop8rfhi1cyyxd6c5z rotates them between multiple advisors as configured send auto reply email – choose an auto reply email templates docid\ mfokyknsnlceovhnocnl3 to send to new prospects automatically email on new – check this to send an email to the assigned advisor when a new prospect is added when checked email subject – customize the subject line using placeholders like student firstname or student email cc on new – add any other emails to notify (separate with commas) click save when you're done