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Recruitment CRM: Prospect Definitions and Sources

December 2, 2014

This definitions document is a resource for understanding the fields that show on a Prospect record and the different ways in which they can be modified. This may help you understand what may be happening if information changes unexpectedly, or determine the usefulness of a field to your business processes, or as a reference for reporting needs.

Prospect Definitions and Sources

Number (on screenshot)Field NamePossible Sources
1ContactPopulated on creation by user or search/match code, user updates
2Inquiry SourceAny incoming load (including PS), webpage submission, user
3Preferred Nameformula: pulls from the Nickname/Preferred Name field on the contact record
4First Inquiry DateAutomatically populated based on the date of their first loaded child record
5Major of Interest Duluth (also for Morris, Rochester, and Crookston)webpage submissions, User
6CISUser
7PSEOUser
8Change of MajorUser
9Date Last VisitedUser, Trigger: The most recent Visit Date from an "Attended" Visit Attendee record
10# of Times Visited CampusOmniscope update, users
Attending InsteadUser
11Summary Statusformula: based on whether the prospect is Active and whether they have an application program
12Applicant StatusPS Application
13Application DatePS Application
14Admit DatePS Application
15Confirmation DatePS Application
16Applicant TypePS Application
17Applicant TermPS Application
18TypeAny incoming load (including PS), webpage submission
19Term of InterestAny incoming load (including PS), webpage submission, user
20Offered AdmissionPS Application
21ActiveAny incoming load, webpage submission, user
22Graduation Yearwebpage submissions, user
23Interest Gradeuser
24Recruitment CategoriesPS Application, Omniscope process, User (this is a rollup field that concatenates all of the Recruitment Category child records on the prospect)
25Student GroupsPS Application
26Most Recent Interest Grade DateAutomatically populated with date of the most recently created Interest Grade record
27College of AdmissionPS Application
28Application MajorFormula: pulls from the Academic Plan field on the Application Program
29Application Major (text)Formula: pulls just the text portion from the Application Major field
30Territory Assignment BioAutomatically selected based on prospect Type and End Date on the Bio record
31High School (from Bio)Bio
32College (from Bio)Bio
33College Cumulative GPAUser
34GPAwebpage submissions, user
35End Date (from Bio)Bio
36High School GPA (from Bio)Bio
37High School Rank (from Bio)Bio
38High School Rank (Actual)PS Bio
39Assigned Primary Counselor / RecruiterAutomatically assigned based on territory for the High School or College record, or from the Territory Manager Override field
40Recruitment Territory AssignmentAutomatically populated based on the High School or College record
41Territory Manager OverrideUser
42Recruiting TerritoryAutomatically assigned based on the recruiting territory for the High School or College
43Legal Agent1 First NamePS Application, Batch inquiries
44Legal Agent1 Last NamePS Application, Batch inquiries
45Legal Agent1 EmailPS Application, Batch inquiries
46Legal Agent1 RelationshipPS Application, Batch inquiries
47Legal Agent3 First NamePS Application
48Legal Agent3 Last NamePS Application
49Legal Agent3 EmailPS Application
50Legal Agent3 RelationshipPS Application
51More Legal AgentsPS Application
52Legal Agent2 First NamePS Application, Batch inquiries
53Legal Agent2 Last NamePS Application, Batch inquiries
54Legal Agent2 EmailPS Application, Batch inquiries
55Legal Agent2 RelationshipPS Application, Batch inquiries
56Legal Agent4 First NamePS Application
57Legal Agent4 Last NamePS Application
58Legal Agent4 EmailPS Application
59Legal Agent4 RelationshipPS Application
60ACT Score (Self-Reported)webpage submission, user
61ACT Score (Max Official)ACT load
62TOEFL Score (Self-Reported)users
63SAT Score (Self-Reported)webpage submission, user
64SAT Score (Max Official)SAT load
65IELTS (Self-Reported)users
66Email Opt Outusers
67Mail Opt Outusers
68Contact: Primary Phoneformula: pulls from the Primary Phone field on the associated contact record
69Contact: Home Phoneformula: pulls from the Home Phone field on the associated contact record
70Contact: Mobile Phoneformula: pulls from the Mobil Phone field on the associated contact record
71Contact: Twitter Handleformula: pulls from the Twitter Handle field on the associated contact record
72Contact_Emplidformula: pulls from the Emplid field on the associated contact record
73Contact_UofM_Emailformula: pulls from the UofM Email field on the associated contact record
74Contact: Internet ID Loginformula: pulls from the Internet ID Login field on the associated contact record
75Permission to TextAthlete Inquiry, users
76Do Not Callusers
77Date Last CalledCalling Outreach, users
78Primary PhoneOmniscope update from contact, users
79Home PhoneOmniscope update from contact, users
80Mobile PhoneOmniscope update from contact, users
81Other PhoneOmniscope update from contact, users
Available in Reports & List Views OnlyAssigned to Current Userformula: check box is checked if the current user is assigned as the Prospect's territory manager and unchecked if they are not
Available in Reports & List Views OnlyApplicant Status Reasonformula: pulls from the Program Reason field on the associated Application Program with the max application status

ServiceNow Article ID

KB0018580