Defaults
The Defaults tab lets you set baseline values and preferences for how new prospects are managed. These settings apply automatically unless changed at the individual prospect level.
These settings apply to all new prospects by default and help ensure consistency across your admissions process:
- Location Default – Choose the default campus or location for all new prospects.
- Country Default – Set the default country for prospect addresses.
- Email/Phone Required – Choose whether email and phone fields are required when adding a new prospect.
- Auto CC Secondary Email – Automatically CC a secondary email address on communication, if available.
- Exclude Enrolled Deleted – Prevent prospects who are already enrolled (or deleted) from showing up in prospect searches or automations.
This section helps you manage old or inactive leads by automatically marking them as lost if they meet certain conditions.
To enable this feature, check Clean Dead Prospects, then configure:
- Age – How old the prospect record must be (e.g., 1 Year Old).
- Last Contact – How long it’s been since the last contact (e.g., 1 Year Ago).
- Lost Reason – Select the reason to be assigned when marking them as lost.
- Notify Users – Choose who should be notified when prospects are marked as lost.
Note: You must select either Age of Last Contact (or both) for this to take effect.
You can also assign colour codes to various types of prospect activity to help your team visually organize and prioritize their interactions.
These settings apply to the activity feed and help make tracking communication and updates more intuitive.
Once you're done, click Save to apply your changes.