EEI Leads Flashcards
Lead Status: Open
New Lead, no phone call or SMS attempts made.
Lead Status: Attempted
Phone call or SMS attempt(s) made, no response by Lead. Additional action planned.
Lead Status: Engaged
Successful communication (phone, email, sms, other). More action needed to qualify or close the Lead.
Lead Status: Qualified
Interested in program offering and has or will have earned bachelor’s degree by time program begins.
Lead Status: Closed - Uncontacted
All SOP communcation attempts made, no response by Lead. No additional user-managed actions planned.
Lead Status: Closed - Contacted
All SOP communication attempts made, any level of direct response by Lead, no additional user-managed actions planned.
Lead Status: Duplicate
Duplicate Lead to be merged through process automation. User-managed actions to be taken on alternative prospective student record.
Lead Reason: No Bachelor’s Degree
Unable to qualify Lead because Lead does not have a Bachelor’s degree.
Lead Reason: Future Interest
Unable to qualify Lead because Lead has no immediate interest in enrollment.
Lead Reason: Not Interested
Unable to qualify Lead due to lack of interest (expressed explicitly or through unresponsiveness).
Lead Reason: Program or Institution Fit
Unable to qualify Lead because of lack of interest in program or institution.
Lead Reason: International Number
Unable to qualify Lead because Lead phone number is international.
Lead Reason: Bad Contact Information
Unable to qualify Lead because invalid contact information provided. Unable to communicate with Lead.
Lead Reason: Financial Concerns
Unable to qualify Lead because prospective student is without financial resources to pursue program/degree.
