Recruitment – Lead Card

Module Description

The Lead Card allows you to enter an initial lead with as little information as possible. When you access a lead card the page is in ADD MODE and is ready for you to record information about a new lead.

Things To Remember:

When the Lead Card is saved it becomes a Lead Profile.

When a lead is moved to admissions, the students lead card becomes inactive

Do not use the following characters in the entry of data: “ “ ( ) or the Tab Key i.e.,. Smith, Bob “Rocky” or Smith, Bob (Rocky) and Smith, Bob (tabbed space) Rocky.

NA (Non-Applicable) can be used for the required fields and has been set to the default value for the address. If you know the lead’s address just type over the NA.

Once the Lead Card is saved, a Lead Profile becomes available. You will see the following link above the buttons at the bottom of the page. You may click this link to go to the lead’s Lead Profile.

Field	Description
Key	Refers to the number sequentially assigned for each entry
Source Key	Not for manual entry. Refers to how the record was entered.
Active Record	Refers to the Status of the Lead Card/profile
Name (LN,FN, MI)	Name of the lead
Social Security Number	The Lead’s Social Security Number
Gender	The lead’s sex type (female or male)
Address, State, City, Zip code, Country	The Lead’s full address
Foreign Postal Code	Postal Code of the country if other than United States
Residence of State	Yes-if the Lead is a resident of the state listed for their address
As of	Date Lead became a resident of the state above
Want FA Aid	Yes- of Lead is interested in Title IV
Permanent Contact #, Fax Number, Secondary Number, Work Number	Permanent Contact #- Lead’s primary phone number, Fax, Secondary and Work numbers to contact the Lead.
Is Lead Hispanic/Latino?	Yes if Lead is part or full Hispanic/Latino.
Email Address	Lead’s current email address
Races: American Indian or Alaskan Native, Asian, Black or African American, Hawaiian or Pacific Islander, White	If student is not part or full Hispanic/Latino then select the applicable race. Multiple YES are allowed.
Course of Study	The course of study the lead is interested in taking when they initially call the school. The options here are defined under Administration>Program Set-up.
Estimated Start Date	The start date the lead is interested in starting their training for the course of study chosen. Options here are defined under Trx 1020 & 1021. Option to ADD different start date here is allowed.
Intended Session	This is the session type the lead wishes to attend defined in the TRX #3007 Type Flag Definitions
Inquiry Method	This is the leads inquiry method which brought the lead to the school. The dropdown choices are defined in the control TRX # 2004 Kinds of Inquiry
Inquiry Date	The date the lead inquired or contacted the school for information about training
Staff	The staff the lead is assigned to. The dropdown choices are defined by assigning the staff member to the recruitment or admissions department in TRX # 1041 Employees. (employee profile)
Media Used	The media which brought the lead to the school as defined in the control TRX # 2003 Advertising Media Usage
Comments	Note comments that would be potentially helpful for the staff member or school to remember
Referred By	Type of Outside Agency who referred the Lead to the School. Options here are defined under Trx 1002, 2006 & 2007.
Fund Source	More specific type of Outside Agency who referred the Lead to the School. Options here are defined under Trx 1002, 2006 & 2007.
Company	Company Name of referral source.
Insurance	If Lead is being referred to school and an insurance co. is involved in payments of tuition, select this option. Options here are defined under Trx 1002, 2006 & 2007.
Adjuster	Name of Insurance adjuster working with Lead
Letter of Authorization	Type of Authorization Letter provided by third party for payment
Mode of Payment	Refers to how the payments will be submitted to school
Last Updated By	RGM generated field used to note the last staff member who updated the lead card/profile
Last Updated On	RGM generated field used to note the last date the lead card/profile was updated