Single Prospect View (Formally known as The Prospect Card) displays an overview of a single prospect's information. In the latest update, we have added the Snapshot tab, showing you selected snippets of the prospect's information.
To access the Single Prospect View, on the left navigation menu, click Prospects > Single Prospect. Please the figure and table below for additional information.
| Single Prospect View | |
|---|---|
A | Switch between the Snapshot, Demographics, Contacts, Admissions, Portfolio, Communication Log, Notes and SuperDB tabs. The tabs display their titled information for all prospects, which you can sort, filter, and search. |
B | In the first tile of Single Prospect View, you can click |
C | In the Contacts tile of Single Prospect View, you can view the prospect's contacts. To email a contact, click |
D | In the Admissions tile of Single Prospect View, you can click |
E | In the Decision tile of Single Prospect View, you can view the prospect's admissions decision and the reason for it is also displayed. You can edit the decision and reason by clicking  . |
F | Snapshot Tab: See a quick overview of a Single Prospects Data. Here you can view selected Demographic fields, the Latest Communication and Portfolio Files, as well as where the student stands in the Admissions Process, Application Status and Latest Appointments. |
and select four demographic fields to display in addition to the prospect's address. You can also edit (
), inactivate (
), delete (
), and email (
) the prospect. To display prospects' pictures on the Prospect Card, see 
next to their name. You can also click 
next to Contacts to edit, delete, or add a contact. A contact with an asterisk next to their name is in the prospect's household. You can click Household to view other prospects in the household.
and select up to five admissions fields to display.