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Step #19: READ - Need to Know: Permanent Address

Step #19: READ - Need to Know: Permanent Address

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Author: TERESA URANGA
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Tutorial

Permanent Address Fields


Fields in this section:

 Permanent Street Address
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

 Permanent City
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

 Permanent State/Province/Region
Drop down 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

 Permanent Zip Code/Postal Code
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

 Permanent Country
Drop down 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