How to assign representatives to leads, inquiries, and applications

Admissions representatives are people who shepherd specific leads and inquiries through your school's admissions process.

• To be assigned as a representative, a user must have either the Admissions Admin or Admissions role.
• To assign representatives to leads, inquiries, or applications using any of the methods described here, a user must have the Admissions Admin role.
• If an Admissions or Admissions Admin user manually adds a lead, inquiry, or application, she'll be automatically assigned as representative at that time.
• You can assign a representative to leads, inquiries, and applications.
  • When you assign a rep to a lead, any inquiries or applications you later add to that lead will also be assigned to that rep.
  • You can assign different reps to the lead, inquiry, and application. For example, applicant Jane Lye could have Joe Sampson as her lead rep, Tami Coral on her inquiry, and Mara Como on her application.
  • All things considered, typical practice is to assign one rep to all of a given lead's admissions activities.

Here are the various ways you can assign representatives to leads, inquiries, and applications:

Admissions > Settings > Lead Routing

Lead Routing automatically assigns a representative to every inquiry or application you receive through one of your external forms. If you have multiple reps set up here, each new inquiry or application will be assigned in turn to a different rep. In the example above...

• The first inquiry with the Conference (College Fair) lead source will go to Avon, the second to Sherman, and the third back to Avon. Antoine will not be assigned any new inquiries.
• The first Graduate (MFA) application will go to Antoine, the second to Sherman, and the third back to Antoine. Avon will not be assigned any new applications.
• Sherman will get all inquiries and applications from the Campaign, Postcard Mailing, and Purchased lead sources. He'll also get all of the Master's applications. Avon and Antoine will not be assigned any of those leads.

Under Settings > Lead Routing, you'll find a list of all your admissions reps—people with either the Admissions or Admissions Admin role. Here's how to put them in the lead routing rotation:

1. Next to the rep's name, click and select Edit.
2. Check next to Inquiries to put the rep in that rotation.
3. Check next to Applications to put the rep in that rotation.
   • To specify applications, choose one from the drop-down.
   • Click to choose additional applications.
4. If you wish to specify particular lead sources, choose one from the drop-down.
5. Click to choose additional sources.
6. When you're done, click Save.

Once you save, this representative will be assigned inquiries and/or applications according to the application and lead source filters you set up in that dialog.

Individual admissions profiles

On a person's Profile > Admissions view, you can assign or change the reps for the lead, inquiry, and application.

1. Get to the entity for which you wish to assign/change the representative:
• On the main Admissions view, you'll see the active Lead Info set.
• Within the Lead Info set, you'll find links to any inquiries and applications linked to it.
2. Click Representative (on inquiries and applications, it's in the right column).
3. Select the representative from the drop-down.
4. Click Save.

Leads, Inquiries, and Applications reports

On the Leads, Inquiries, and Applications reports, you can bulk-assign a representative to every lead, inquiry, or application shown on the report.

1. Go to the appropriate Admissions reporting view.
2. Filter the report to pare it down to the leads/inquiries/applications you wish to update.
3. When the report is ready, click Actions and select Assign Representative.
4. Select the representative from the drop-down.
5. Click Save.

A couple things to keep in mind:

• This action affects everyone/everything shown on the report at the time you perform the action!
• It only affects the lead, inquiry, or application—it does not change all three. For example, if Jane Lye's lead info and applications are assigned to Tami Coral and you use the Applications report action to change the rep to Mara Como, Jane's lead info will remain assigned to Tami and only her application will be assigned to Mara.