Interested

In Institution Config / Prospects / Interested, you can create a list of programs or courses that Prospects can express interest in. These options appear when adding a new Prospect manually or through integrated forms, and are displayed on their profile under the Interested In field. You can assign multiple interests to a Prospect and use this field to filter or display as a column in the Prospect List.

This is especially useful for schools with multiple offerings and can help direct prospects to the right advisor—especially when using Round Robin to assign based on interest. It also allows for more personalized communication and follow-up.

Forms integrated through platforms like Meta, WordPress, or your website can include this field to gather interest data right from the start, giving your team valuable insights from the beginning.

Click Add Interested to create a new option by entering a Code (a short identifier, like ESL or AUTO) and a Name (the full program or course title). Once saved, it will appear as a selectable option in the Interested In field when adding or editing a prospect.