User Guide
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Institution Config
Prospects
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.
Send Auto Reply Email – Choose an auto-reply email template 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.