Sorting Leads
Note: If an Admissions Advisor re-sorts leads by name, status, etc., SRM retains the sorting instruction even when a New, Reassign, Re-sif enters his/her queue.
Advisors must make sure they do not miss one of these statuses in the queue by continuing to sort by the "Urgent" column
Opportunities List Views - Allows users to filter their list of Opportunities by:
My Closed Opportunities (Enrolled) -
Displays ALL Opportunities assigned to the Admissions Advisor in the Closed-Enrolled statuses
Displays ALL Opportunities assigned to the Admissions Advisor
My Closed Opportunities (Remarketing) -
Displays Opportunities assigned to the Admissions Advisor that he/she file closed using the Remarketing status
My Open Opportunities -
Displays Opportunities assigned to the Admissions Advisor in the Future Interest status with a Future Interest Date of less than 90 days
My Open Opportunities (Applications) -
Displays all Opportunities assigned to the Admissions Advisor in "Application In Progress", "Application Submitted", or "Application Received" statuses.
My Open Opportunities (Pending Enrolled) -
Displays ALL Opportunities assigned to the Admissions Advisor in the Pending Enrollment, or Pending Enrollment Audit Failed statuses
My Opportunities -
Displays ALL Opportunities assigned to the Admissions Advisor
My Urgent Opportunities -
Opportunities flagged as urgent will be displayed in this list view.
Recently Viewed Opportunities -
Displays Opportunities recently viewed by Admissions Advisor