Web Apps, FTOs, an Transfers
If I wanted to see the student lead listed in the Completed Web Apps, FTOs, or Transfers widgets, how would I get there?
Click on their name!
When calling my Contact Strategy Student List, what "Stage" should I start with first?
Follow up Stage 1
How many Expected Start List widgets are there?
2
What is the first thing place you should look for answers if you have questions about the dashboard?
The User Guide!
This section of the Program Estimate widget shows you if your PE was approved or rejected?
That is "Status".
How long do Completed Web Apps stay in their widget?
They'll only be in there for this week!
Why is it important to pay attention to the Contact Date and the Last Activity Date?
To make sure it hasn't been too long since your initial conversation.
What does the Opportunity Stage show you?
How far along the student has progressed in their journey towards starting class and to see if they're ready to start class on time!
What is the second place you should go for help with the dashboard?
Your Associate Director!
Besides your Salesforce Tasks, what else will show up in your Tasks widget?
Your Outlook schedule.
How long do FTOs and Transfers stay in their widgets?
They stay in there for 7 days!
How many Stages are there in the Contact Strategy List?
Why is the Opportunity Owner important?
It quickly shows you if an Enrollment Specialist has been assigned to your student?
If options one and two do not provide the answer you need about the dashboard, what is the next step?
Your Associate Director will go to the dashboard support chat!
How long are tasks shown in the widget?
The next 7 days (including today)!
How do FTOs get in your widget?
These get assigned to you by your ADOA or served up to you in NBA.
Who should I be calling after all of my Contact Strategy Student List (and all other widgets) have been contacted?
The rest of your regular pipeline!
How is Last Activity different in this widget?
In the other widgets, Last Activity measure the Lead file. In Your Expected Start List This Month it measure the Opportunity file! This shows the last time the student had an activity from the Enrollment Specialist!
How often do we plan to make updates to the dashboard?
Once per quarter as needed.
If I wanted to know what date to my task was due, what column would I check in my Tasks widget?
The "Date" column.
Why are the completed web apps, FTOs, and transfers limited to a maximum of seven days?
It is during this period that the students are by far the most likely to move forward towards starting class!
What are the two reasons that a student might be "Out of Strategy"?
What is the difference from Scheduled Start and Expected Start?
Expected Start is the initial start date selected when completing the application. Scheduled start date is when the student is actually scheduled to start class!
Write them down and send them to us when we send out a survey!
Check the Comments for Request!