Follow-up activities are marketing activities performed by marketing staff of a campus. This will involve contacting prospects regarding their application progress. Marketing staff is expected to persuade prospects to apply for a program offered by the campus. The system allows marketing staff to record follow-up activities into the system.

Before recording follow-up activities, a prospect profile must be created and marketing staff must be assigned to prospects.

How It Works


  1. Find Marketing on Navigation Bar located on the left side of the screen > Click Prospects
  2. Click Prospecting
  3. Click Log
  4. Click Add New
  5. In the Log Data field, enter the follow-up details
  6. In the Status field, select the prospect’s status
  7. In the Medium field, select the medium of communication
  8. Click Save

 

 

 

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