This article gives descriptions of constituent roles within LRM and activities that require the constituent role.
- 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
- Campaign Response (Constituent role set automatically by parent campaign)
When setting up a new campaign, constituent role is a required field.