This article outlines prospective student engagement and qualification metrics within the LRM.
Wisconsin School of Business system users can manually prioritize lead contacts on two dimensions:
- How engaged the lead is with the Wisconsin School of Business
- How qualified the lead is for a particular program or plan
To support manual prioritization, two fields are provided that apply to the lead record: Engagement Level and Qualification Score. An engagement score represents the level of engagement that is occurring with the lead, which may not be program or plan dependent. A qualification score represents how qualified the lead is for a specific program or plan.
0 – Engagement cold
1 – Somewhat engaged
2 – Very engaged
3 – Highly likely to apply
4 – Applied
An engagement score can be assigned to the overall lead record. View the engagement level under Lead Information > Lead Summary on the lead contact record.
Update Engagement Level
To update the engagement level, navigate to 'Lead Information' in the person record. Select the appropriate engagement level in dropdown.
3-Meets base expectations
A qualification score can be assigned to each interest record stored on the lead contact record. Qualification score will default to Undetermined when a new interest is created. If the term changes on a specific interest, the qualification score will carry with the interest created for the new term. View the qualification score under Lead Information > Lead Interests on the lead contact record.
Update Interest Qualification Score
To update a qualification score, open a lead interest record and use the drop down selection menu.