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Step #3 READ: Need to Know - Opportunity List Views

Step #3 READ: Need to Know - Opportunity List Views

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Author: TERESA URANGA
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Tutorial

Opportunity List Views

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