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Step #16: READ - Need to Know: Contact Information

Step #16: READ - Need to Know: Contact Information

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Author: TERESA URANGA
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Tutorial

Contact Information Fields


Fields in this section:

 Best Method to Contact
Drop down list

Primary Phone

Secondary Phone

Tertiary Phone

Primary Email

Secondary Email

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

 Primary Phone
This is auto-populated at lead import (if available)

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

 Is Primary Phone Mobile? checkbox
Available for the Admissions Advisor to identify if this phone number is the student’s mobile phone

 Secondary Phone
This is auto-populated at lead import (if available)

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP, but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

 Is Secondary Phone Mobile? checkbox
Available for the Admissions Advisor to identify if this phone number is the student’s mobile phone

 Tertiary Phone
This is auto-populated at lead import (if available)

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP, but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

 Is Tertiary Phone Mobile? checkbox
Available for the Admissions Advisor to identify if this phone number is the student’s mobile phone

 Primary Email
This is auto-populated at lead import (if available)

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

 Best Time to Contact
Open text field

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

 Primary Phone DNC checkbox
If the phone number is on the National Do Not Call List,  this box will be checked off and the Primary Phone Number will be erased from the Primary Phone field

System generated only, Admissions Advisors cannot update this field

 Primary Phone Call Through Date
Displays the date when KHPE is allowed to call the phone number, if available and applicable

On the Call Through Date, the phone number will be erased from the phone field and the DNC check box will be checked off

 Secondary Phone DNC

DNC Removal Requested Checkbox
This will be automatically checked after the Admissions Advisor enters the appropriate information in the DNC Removal Notes field AND clicks on the “Remove from DNC” button

DNC Removal Notes
The Admissions Advisor is required to enter the appropriate DNC information following the DNC Reinstatement Policy and for CCS to process the request.

The system will display the error message “Please enter DNC Remove Note” if the user clicks on the “Remove from DNC” button without entering information in this field.

 Secondary Phone Call Through Date
Open text field

This is auto-populated at lead import (if available)

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

 Tertiary Phone DNC
DNC Removal Requested Checkbox

This will be automatically checked after the Admissions Advisor enters the appropriate information in the DNC Removal Notes field AND clicks on the “Remove from DNC” button

DNC Removal Notes

The Admissions Advisor is required to enter the appropriate DNC information following the DNC Reinstatement Policy and for CCS to process the request.

The system will display the error message “Please enter DNC Remove Note” if the user clicks on the “Remove from DNC” button without entering information in this field.

 Tertiary Phone Call Through Date
Open text field

This is auto-populated at lead import (if available)

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

 Secondary Email
This is auto-populated at lead import (if available)

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP, but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen