Closing a Prospect

Closing a Prospect

Scenario:

1. What should I do if a prospect decides to enroll?

2. How do I close a prospect?

Solution:

When an existing prospect commits to enrolling at your school, or enrolls elsewhere, or decides they are just no longer interested, you should close their prospect entry.

To close a prospect, enter the Close Date. Once a Close Date is added, the prospect’s Status changes from “Open” to “Closed” automatically.