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This article gives descriptions of constituent roles within LRM and activities that require the constituent role.

  

Constituent Roles:
  • Lead = Prospective Student with sub role of Lead, Lead and Applicant or Applicant
  • Student = Enrolled Student
  • Recommender = Recommender for an application
  • Authorizer = Employer Authorizer for an Executive application
         
Constituent role is a required field assigned to various activities within the LRM to track which role the contact was in when the activity occurred.
  
The following activities require a constituent role be assigned:
  • Phone Call 
  • Appointment
  • Email 
  • Task
  • Letter
  • Campaign Response (Constituent role set automatically by parent campaign)
     
When setting up a new campaign, constituent role is a required field.