Student Statuses
A student requests information but has not connected with an advisor, what status are they in?
New Inquiry!
When do you need to read the TCPA to a student?
When they have no student file and have not opt in to TCPA yet and when they want to be opt out and now want to be opt back in.
I contacted a student! How long do I have to move forward with the student?
RPC-2 Weeks
Leads are automatically redistributed if unworked
Where Do you Upload documents in salesforce?
Application Documents for Parent Application
*This is the only place that will reflect in CRM & RN For the ES
When is a opportunity File Created?
Once the ES Matriculates the file
Share your Screen and show how to refresh a Lead in salesforce?
*HINT: What to avoid
the refresh in the drop down of the Lead tab
You are talking to John and he would like to continue to work with you but he would not like for us to text him. What should you do?
Change Text to Opt out but leave the others opt-ed in to continue communication
Sally Missed her 3pm Appointment with me, what should I do with her file.
Update appointment to Student Missed
Set a Task to remind me to try her again
What must be done before you can send your student disclosures in Soar?
-Salesforce File in Interview
-Application Submitted
-SF File and Soar App Linked
(Fetch/job aid workaround)
Where in Salesforce can you find out if your student has Done the Soar application
Lead Detail Tab -> SOAR Details
What is needed to get the Student into Contact Status?
A new inquiry will need to Have "right Party Contact"
What are the steps to Remove a Student from DNC?
1. Uncheck DNC Box
2. Change Opt-out to Opt-in
3. READ TCPA!
4.Text Opt-in or Opt-out
What drop down for templates do we use?
Classic templates
I'm a recent High School Graduate looking to start my Associates Degree, What Documents need to be in SF before App Pending QA?
-Clearing House Report
-HS/Transcript (or Verbal Confirmation email sent)
Not Documents- but needed
Soar Application, File in Interview Status, EA to ES email sent
What do I do if my student is ready for the ES conversation?
Prepare EA to ES EMAIL Template, and Send a Teams Message to your ES.
How can we quickly Identify missing information to progress the student file
Application Status Widget
How do you know if you need to FERPA Verify a Student?
if they have an Opportunity file/have previously matriculated
My student Sam agreed we touch base at 2 pm PST pm on Tuesday, What kind of follow up should I Create in Salesforce?
Set an appointment
I just got a completed Program estimate for my student Julie! What is my next Step?
1. Upload PE
2. Change status of PE/CAS
3. Prepare ES Notes
4. Send to ES
What Steps need to be complete in order to move your student File to App Pending QA?
SF File in interview Status
Soar Application
& PE if applicable
Status does your student need to be in before sending it to the ES
App pending QA
What is CCPA and when would you use it?
*Consent Widget
if the Student mentions they do not want their information being sold or shared.
What information is needed to get a student into Partial interview
All the Lead Details and RPC, Consent if not opt-in already.
My student is currently working on a bachelors in business administration and wants to transfer, What Documents need to be in SF before Emailing the PE template?
-Clearing House
-All Transcripts listed or Wavier
-HS Transcript or Confirmation email sent *if under 90 Credits
-Completed PE (emailed from the ES) *if applicable
-EA to ES template
What Action taken in soar, links the salesforce file and allows the ES to Matriculate?
*BONUS-Share your screen and show us how to get there
Fetch Salesforce Lead ID
** Click Soar Link and Fetch from Soar Application View