CRM
Where do new leads go that only need a text?
Dialer New
What does the ROYAL BLUE Status mean?
Student is open and we are getting them ready to start classes. They can be in a number of different areas- enrolled, FAFSA on File, or Registered
How do you filter to Unread emails?
Select “Unread”
What three types of new leads are there?
New Lead
Dialer New
Application
Where can you find the advisors on the student file?
Contact Manager > Advisors
How can you use Outlook to organize your day?
Block out times on Calendar
Where can I find Notes from other associates on a student file?
Team Interactions for Admissions and Advising
CNS Activities for Financial Aid
What’s the difference between a withdrawal and dismissal?
Withdrawal = Student chose to leave
Dismissal = Was academically dismissed from Post
How do you create an appointment?
Select “New Appointment” > Fill in fields (subject line, time, etc.)
How do I find my team’s FAFSA Not Received (pipeline)?
Filter Enrolled Tab FAFSA Status Column to “Not Received”
Where can I find required financial aid documents?
CRM- CNS Documents
CNS – Contact Manager > Documents
How do you set automated away messages?
File > Automatic Replies > Follow Prompts
How do you determine if a FAFSA is approved or rejected in your FAFSA on File tab in CRM?
Look at the FAFSA Status. It will say Approved or Rejected.
Where can I find the Financial Aid status?
Tool bar
Financial Aid > Awarding > Select Correct Start date > Look at the Packaging Status
How do you create Quickparts?
Create new email > Paste the template you want > Select All (highlight all) > Insert > Quickparts > Save selection to quickpart gallery, Save as whatever name you want > save