More Actions

the more actions menu lets you perform bulk updates or actions on multiple prospects at once to use any of these options, you must first select at least two prospects—otherwise, the options will remain greyed out each action is designed to help you manage your list more efficiently add to group groups docid\ lirbic71abgfbp uhorhz help you organize prospects by shared criteria—such as program interest, intake period, or location—making it easier to filter, manage, and follow up with them one of the biggest advantages of using groups is that they can be used for bulk communications (email, sms, or letters), as well as for event invitations and attendance tracking , saving you time while keeping your outreach consistent to add prospects to a group, select at least two from the list, then click more actions , then add to group from here, you can either create a new group or select an existing one from the dropdown if you choose an existing group and there are upcoming scheduled events for that group, you’ll also see the option to check send invite this will send an invitation to the selected prospects for any of those scheduled—but not yet completed—events click add to confirm add / update tags tags docid\ ubdxphblcladgcjs1nzzq are a useful way to label and group prospects based on common characteristics, needs, or workflows in the modal that appears, use the dropdown to choose a tag, then click add / update tags to apply it to all selected prospects this is especially helpful for organizing outreach, tracking follow ups, or flagging important needs enroll selected this option lets you enroll multiple prospects at once—ideal when you’ve confirmed a group is ready to begin their program once you click enroll selected , a modal will appear where you can set the following details for all selected prospects status set their status docid\ ksslf d6 0rjjzol4fxxv (e g active) tag optionally apply a tags docid\ rkboicokobmps4vctllhx to the new student records advisor assign an admissions advisor, if applicable email login info check this box to automatically send the student their login credentials for the student portal note all enrolled students must have a valid email address the system will skip anyone without one once enrolled, a student id and user account are automatically generated invoice selected this option lets you generate invoices for multiple prospects at the same time it’s useful when you're ready to apply standard fees—like application fees or deposits—before a prospect is officially enrolled for more detailed information about invoicing, see invoices docid\ arczo0ctl3dw1uqjmhpv merge selected merging is useful for cleaning up duplicate prospect profiles and ensuring all related information is stored under a single record when merging, you’ll be asked to select a primary prospect —this is the one that will be kept all notes, communication history, and other records from the additional profiles will be transferred to the primary one important non primary profiles will be deleted after the merge if the primary prospect is already enrolled in a program or course, any matching enrollments from the other profiles will be skipped to avoid duplication opt in / out mailing this option allows you to manage communication consent for multiple prospects at once from the dropdown, you can choose to either opt in selected students – used when you have received consent to send emails (such as through a form, phone call, or signed contract) opt out selected students – used when a prospect has withdrawn consent or should not receive emails in the details field, include a brief note about how or when the consent (or withdrawal) was given—for example "consent given during phone call on april 10 " note only students who have been opted in will receive messages from ampeducator reject selected if a prospect is no longer pursuing enrollment, you can use this option to reject them in bulk when you select reject selected from the more actions menu, a modal will appear allowing you to choose a reject reason and optionally add a note to provide more context once rejected, the prospect’s status will be updated to rejected , and they’ll be moved to the rejected tab in your prospects list transfer selected you can transfer one or more prospects to a different admissions advisor by selecting from the available advisors in the dropdown menu this is useful when reassigning workloads, handling team changes, or moving prospects to a program specific advisor you can also include a note to explain the reason for the transfer while this action is typically used in bulk, it can also be applied to a single prospect if needed