Entering leads in Jenzabar is completed in this area.
What is quick candidate entry?
Financial aid should use this section to update student notes.
What is notepad?
A student has this many days to complete orientation.
What is two days?
You should always complete this task before entering a lead in Jenzabar.
What is a duplicate name search?
Jenzabar has this many stages.
What is 16?
Once an appointment is scheduled, the lead should be updated to this stage.
What is scheduled appointment?
The financial aid office should uses these actions.
What is financial aid interview and financial aid note?
This is the second module a student completes in orientation.
What is Unitech policies and procedures?
This section should be used to update student notes.
What is notepad?
Prospective students are required to watch this many videos to complete orientation.
What is 5 videos?
In Jenzabar, you visit this section to update a stage include the appropriate tab.
What is maintain candidacy and the candidacy tab?
In Jenzabar, financial aid can use this section to view future financial aid actions.
What is the to-do-list?
This is the fourth module students complete in orientation.
What is career services?
When entering a lead student phone numbers are added to these section.
What is the mobile phone number and address section in quick candidate entry?
This is the first stage after a student completes a web inquiry.
What is Lead?
Student contact information can be accessed using this section.
What is maintain candidacy?
Prospective students receive these two items before beginning orientation.
What are Jenzabar login credentials and a welcome email?
These two boxes should be completed to update a lead source.
What are the source type filter and source one boxes?
This area should be visited to schedule a future follow-up.
What is item date?
The primary function of moving students through stages is to ...
What is generate to-do-list?
Once a financial aid appointment has been completed the student is placed in this stage in Jenzabar.
What is "350 FA Appointment Completed"?
Registrars visit this section to move a student from admissions to registration.
What is admissions to registration transfer?
This report is used to identify leads entered on a specific date.
What is the lead entry report?
In notepad, this box is used for searching a student.
What is name entity?