Manual Assignment of Admission Counselor to Prospect(s)
  • 16 Nov 2020
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Manual Assignment of Admission Counselor to Prospect(s)

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About Counselor Assignment

An admissions counselor is responsible for managing the application of the applicant. If round robin counselor assignment is configured the counselor will be assigned upon application submission. Counselors assigned by round robin can always be overridden.

Manual Assignment of Admission Counselor to Single Prospect

  1. Navigate to the prospect
  2. Click Admissions
  3. Click the Inquiry Date or the Application Date
  4. In the Admissions Counselor drop down, choose the desired counselor
  5. Click Save

Manual Assignment of Admission Counselor to Multiple Prospects

To assign the same admissions counselor to a batch of inquiries or applicants, leverage the Prospect Finder.

The user mass assigning the counselor must belong to a permission group with permission 1239.

The maximum number of prospects that can be assigned at one time is set using custom control COUNSASSIG

  1.  Navigate to Filters > Prospects
  2. Use the filters to return the desired population to which to assign a admissions counselor (or upload a list of IDs using the Browse button to select the file containing IDs and then click Add Ids to Filter)
  3. Ensure those to which to assign the counselor have the Selected check box checked
    Tip: To show this column, click the Column Visibility button
  4. Click the +Update Counselor button
  5. Click For Page to assign the counselor to the current page of selected results or click For All to assign the counselor to the entire selected result set.
  6. In the drop down, choose the new admissions counselor
  7. Click Update Counselor For Batch



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