Lead Tabs and Properties

The Lead Object is a Team Object in Talisma. The tables in this topic describe the Properties available in the various tabs of the Lead Object.

The Lead window contains the following tabs:

• Properties Tab

• Non-immigrant Student Tab

• History Tab

• Categories Tab

• Test Scores Tab

• Document Status Tab

• Ethnic Groups Tab

• Assignment Log Tab

• Interactions Tab

• Activities Tab

• Duplicate Leads Tab

• Previous Education Tab

• Calendar Events Tab

Note

For information about the tabs that will be displayed in the Lead Object when Campaign Support is enabled, see Changes in Objects with Campaign Support.

Before reading the descriptions in this topic, see Using Property Tables in Talisma Client Help.

The text "TBA" in the last column of the table refers to Talisma Business Administrator.

Properties Tab

The Properties tab contains system Properties. It also contains custom Properties created for the Lead Object.

Property (* indicates that the Property is mandatory	Description	Value Updated by (Talisma/User)	Property Can be Edited/Deleted in TBA
External SIS ID	A unique identifier for the corresponding Lead in SIS.
Name *	The name of the Lead. This is a free text field. Maximum number of characters: 255.
Campus *	The name of the Campus to which the Lead belongs.		Cannot be edited or deleted.
Team *	The name of the Team to which the Lead belongs.		Cannot be edited or deleted.
Owner	The Talisma User who creates the Lead.		Cannot be edited or deleted.
SSN	The Social Security Number of the Lead.
Created On	The date and time when the Lead was created.		Cannot be edited or deleted.
Last Updated	The date and time when the Lead was last updated.
Link to Contact	The Contact associated with the Lead.
Link to Enrollment	The Enrollment associated with the Lead.
Pipeline *	The mode of admission of the Lead. This Property can have one of the following default values: • OnGround Admissions • Online Admissions The Talisma Business Administrator can specify custom values for this Property.
Stage *	The levels of the Lead’s progress in the Lead’s admission cycle.
Phone	The primary telephone number of the Lead.
Time Zone	The time zone in which the Lead is located.
Hispanic/Latino	Indicates whether the Lead is of Hispanic or Latin ethnic origin. This Property can have one of the following values: • Yes: indicates that the Lead is of Hispanic or Latin ethnic origin. • No: indicates that the Lead is not of Hispanic or Latin ethnic origin.
Citizen	Indicates the citizenship of the Lead. For example, Non Resident.
Nationality	Indicates the nationality of the Lead. For example, American.
Disabled	Indicates the disability status of the Contact. This Property can have one of the following values: • Unspecified: Indicates that the disability status of the Contact is not specified. • Yes: Indicates that the Contact has some form of disability. • No: Indicates that the Contact does not have any disability. By default, this Property is blank.
High school academic GPA	Indicates the Lead’s academic grade point average in high school. This is a number type of Property that supports decimal values. For example, 3.5.
SIS Owner	Indicates the SIS User associated with the Lead.
Double Opt-In(SMS)	This Property can have one of the following values: • Yes: Indicates that the Lead has confirmed or Opted-In to receive SMS messages from the organization. • No: Indicates that the Lead has Opted-Out from receiving SMS messages from the organization. By default, this Property is blank. This Property is read-only and its value is determined by various scenarios. For information on the various scenarios, see “Behavior of the Send SMS and Double Opt-In(SMS) Properties”.		Cannot be edited or deleted
Application received date	The date when the Application is received from a student.
Enrollment date	The date when the student is enrolled.
Midpoint date	The midpoint date of a Program for the student. Note The date specified in this field should be later than the Expected start date Property and earlier than the Expected graduation date Property.
Expected graduation date	The date when a Program ends for the student. Note The date specified in this field should not be earlier than the date specified in the Expected start date and Midpoint date Properties.
Enrollment status	Enumerated values indicating the status of the Enrollment. Following are some of the values that can be configured for this Property: • Full Time • Half Time • Less than half time • 3/4 Time Note The values configured for this Property and the Enrollment status Property of the Enrollment Object must be same.
Billing method	Enumerated values indicating the method of billing.
Applicant type	Enumerated values indicating the type of Applicant applying for admission. For example, if the Applicant chooses to apply online, this Applicant is categorized as Online Applicant. Note The values configured for this Property and the Applicant type Property of the Enrollment Object must be same.
Comment	Comments typed by the admission representative.
Admissions representative	The name of the admission representative. This Property can be hidden. If no value is specified for this Property, the value of the SIS owner Property is set by default. Note If the value of the SIS owner Property is changed later, the value of the Admissions representative will not be updated automatically.
Send SMS	Indicates whether SMS messages can be sent to Leads. By default, the value of this Property is set to No. If a number is specified in the Mobile field, the value of this Property automatically changes to Yes. You cannot send SMS messages to Leads for whom this value is set to No even if you select such Leads to be the recipients of SMS messages.		Cannot be edited or deleted
Send Email	Indicates whether email messages can be sent to leads. By default, the value of this Property is Yes. Its value is changed to No if the lead opts not to receive email messages by clicking an unsubscribe link in an email or by communicating with the user that email messages must no longer be sent. In the former scenario, the value of the property changes to No automatically, and in the latter scenario, the user changes the value of the property from Yes to No. If the property is blank, its value is considered as Yes.		Cannot be edited or deleted.
Address(Group) The group of Properties that comprise the address information for the Lead. These Properties are free text fields, in which you can type a maximum of 255 characters.
Street	The address of the Lead.
City
State
ZIP
County
Country
Region
Primary phone	The phone used by the Lead. This Property can have one of the following values: • Phone • Phone1 • Phone2 • Mobile
Phone 1	The first phone number of the Lead.
Phone 2	The alternate phone number of the Lead.
Phone 2 extension	The extension of the alternate phone number.
Mobile	The mobile phone number of the Lead.
Fax	The fax number of the Lead.
Program Information This group of Properties comprises the Program information of the Lead.
Area of Interest	The area in which the Lead is interested to enroll for a course. Example: Culinary arts, or Psychology.
Program	The Program for which the Lead enrolls. Example: Business Law, or Arts.
Program Version	The version of the Program in which the Lead is interested. For example, an MBA in Finance. The Program Version is Finance.
Program Version Start Date	The start date of the version of the Program.
Area of Study	The course which the Lead has selected to pursue. For example, Legal Studies, or Child Psychology.
Shift	The shift in which the Lead is interested to pursue the course. For example, All Day, or Evening.
Program Level	The Program Level of the Program the Lead wishes to pursue. For example, Certificate, or Diploma.
Expected start date	Estimated date of the commencement of the course.
Expected Start Term	Estimated date of the commencement of the term.
Contact Properties The group of Properties comprise personal information about the Lead.
School Status	The equivalent representation of Stage Property of the Lead. This value is updated as a result of database synchronization with the SIS.
Student number	The unique identification number of the student.
First name	The first name of the Contact. This is the Contact’s display name in Talisma. This name is used in Talisma when searching for Contacts, and in Filters.
Middle name	The middle name of the Contact.
Last name	The last name of the Contact.
Suffix	The suffix added to the Contact‘s name.
Nickname	The nickname of the Contact.
Maiden name	The maiden name of the Contact.
E-mail *	The Contact’s e-mail address. Talisma uses this e-mail address to track Messages from the Lead, and threads the Messages into an Interaction.
Secondary e-mail address	The alternate e-mail address of the Contact.
Gender	The gender of the Contact.
Date of birth	The date of birth of the Contact
Marital status	The marital status of the Contact.
Veteran	Indicates whether Contact is a veteran.
Student ID	The ID of the Contact’s corresponding student record created in the SIS.
Lead Information The group of Properties that comprise general information about the Lead.
Education Level	The Lead’s previous education level. For example, High School, or Masters.
Lead Source	The source from where information about the Lead is obtained. For example, Radio, Internet Advertisement.
Account source	The Account from which the Lead information is obtained.
Lead category	Indicates the category of the Lead Source. For example, High School, or College.
Lead Type	Indicates the background of the Lead. For example, Walk in, or Referral.
Extra-curricular	Any extra-curricular activity performed by the Lead outside the realm of the normal curriculum of education.
Method of contact	The medium of communication used to communicate with the Lead. For example, Phone, e-mail, letter, or fax.
Rating	Indicates the grade of the Lead.
Campus type	Campus to which the Lead belongs.
Duplicate	This property can have one of the following values: • Yes: indicates the Lead record exists in Talisma. • No: indicates the Lead record does not exist in Talisma.
Invalid	This property can have one of the following values: • Yes: indicates that the mandatory properties are not filled in for the Lead. • No: indicates the mandatory properties are filled in by the User for the Lead.
Disqualified	This property can have one of the following values: • Yes: indicates that the Lead is disqualified for the Program. • No: indicates that the Lead is qualified for the Program.
Reason for disqualification	The reason for the Lead being disqualified.
Currently in the Military	Indicates whether Lead was involved in military activities.
Original Lead	This Property will be blank if the Lead is original. For duplicate Leads, the value specified in the Name Property of the original Lead will be updated in this Property.
Application Name	Name of the Application that the Lead is associated with.

Note

The validation of the Expected start date, Midpoint date, and Expected graduation date Properties of the Lead Object is not performed in the following scenarios:

• When the Expected start date Property is updated in the Update Lead dialog box that is invoked from the Contact Table View by clicking the Update Leads From Contact shortcut menu option.

• When multiple Leads are selected in the Lead Table View and values of the Expected start date, Midpoint date, and Expected graduation date Properties are set for Leads in the Set Properties dialog box.

Non-immigrant Student Tab

In addition to values of Properties in the Properties tab of the Contact, values of Properties in this tab will also be sent to the SIS using the functionality of the Outgoing Queue Object when the Talisma and SIS databases are synchronized. Further, changes to corresponding fields of the Non-immigrant Student tab in the SIS will be updated in Talisma as a result of Incoming Queue items that are created in Talisma.

The functionality of the Update type column in the Contact-to-Lead and Lead-to-Contact Properties Inheritance Maps is also applicable to Properties in the Non-immigrant Student tab.

Property	Description	Value Updated by (Talisma/User)	Property Can be Edited/Deleted in TBA
Non-immigrant Student	Indicates whether the Lead is a non-immigrant Student. Select Yes or No.
SEVIS ID	The Student and Exchange Visitor Information System (SEVIS) ID. This is an eleven-character identifier assigned to the Lead by the United States Immigration and Naturalization Service (INS).		Cannot be edited or deleted.
Transaction status	This Property can have one of the following values: • Ready to send • Sent • Ready for DSO (Designated School Official) • Acknowledged • Terminated		Cannot be edited or deleted.
Action	This Property can have one of the following values: For the F1 and M1 SEVIS visa types: • Initial • Continued Attendance • Other For the J1 SEVIS visa type: • Begin New Program • Continuing Exchange Visitor		Cannot be edited or deleted
Student Information (Group)
Visa type	Indicates the types of visas used for SEVIS processing. This Property can have one of the following values: • F1 • J1 • M1 • Other Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
ITIN / Tax ID	The ID issued to the Lead by the Internal Revenue Service (IRS).
City of birth	The city in which the Lead was born.
Country of citizenship	The country of citizenship of the Lead.
Student DSO / RO	The Designated School Official (DSO) or Responsible Officer (RO) of the Lead. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
International advisor	The Lead’s international advisor from staff members in the International Advisors group. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
SIS international advisor	The student's international advisor in the SIS. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Proof of adequate health insurance submitted	Indicates whether proof of adequate health insurance is submitted. This Property can have one of the following values: • Yes: Indicates that the Lead has submitted proof of adequate health insurance. • No: indicates that the Lead has not submitted proof of adequate health insurance. Note This Property must be updated only for Leads with a J1 visa.
Health provider	The health insurance provider of the Lead.
Health insurance end date	The date when the Lead’s health insurance ends.
F1 / M1 Data (Group)
Transfer from	The university or location from where the Lead has been transferred.
F1 / M1 Data - Country of birth	The country of birth of the Lead. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Commuter	Indicates whether the Lead commutes to the class room. Select Yes or No.
F1 / M1 Data - Last permanent resident country	The last country in which the Lead was a permanent resident. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Criminal conviction	Indicates whether the Lead was convicted as a criminal. Select Yes or No.
Remarks for I-20	Notes about the Lead’s I-20 status.
English proficiency required	Indicates whether proficiency in English is required. Select Yes or No.
English proficiency met	Indicates whether proficiency in English has been met. Select Met or Not Met.
English proficiency not required reason	Indicates the reason why proficiency in English is not required. Maximum number of characters: 255.
F1 / M1 Data - Funds (Group)
Personal	The personal funds available with the Lead.
School fund	The funds provided to the Lead by the school.
School fund description	A description of the funds provided by the school. Maximum number of characters: 255.
F1 / M1 - other data	Information about other funds available to the Lead.
Other description	Other information about funds available to the Lead. Maximum number of characters: 255.
Employment	Funds available to the Lead through employment.
Employment description	A description about the Lead’s employment. Maximum number of characters: 255.
Funding remarks	Remarks about funds available with the Lead. Maximum number of characters: 255.
Authorization to Drop Below Full Course Load (Group)
Authorization reason	Indicates the reason to enroll in fewer courses than is required. Maximum number of characters: 255.
Authorization start date	The date when the authorization was provided to the Lead.
Authorization end date	The date when the authorization to enroll in fewer courses than is required ends.
Authorization remarks	Remarks about the authorization to enroll for fewer courses than is required. Maximum number of characters: 255.
J1 Data (Group)
Form number	The serial number of the J1 visa form. Maximum number of characters: 255.
Position code	The position code number of the Lead. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Subject	Indicates information about the J1 status of the Lead. Maximum number of characters: 255. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Category	Indicates the J1 category of the Lead. This Property can have one of the following values: • Student Secondary • Student Associate • Student Bachelors • Student Masters • Student Doctorate • Student Non-Degree • Trainee Specialty • Trainee Non- Specialty • Teacher • Professor • International Visitor • Alien Physician • Government Visitor • Research Scholar • Short-term Scholar • Specialist • Camp Counselor • Summer/Work/Travel • Au Pair
J1 Data - Country of birth	The Country of birth of the Lead. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
J1 Data - Last permanent resident country	The last country in which the Lead was a permanent resident. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
EV matriculation	Indicates matriculation details of the exchange visitor (EV). Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.		Cannot be edited or deleted.
Infraction type	The type of infraction committed by the Contact. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.		Cannot be edited or deleted.
Remarks for IAP-66/DS-2019	Indicates remarks about the IAP-66/DS-2019 form for the Lead. Maximum number of characters: 255.
J1 Data - Funds (Group)
Non-immigration govt	The amount of non-government funding provided to the Lead.
J1 Data – personal	The personal funds available to the Lead.
Bi-national commission	The amount of bi-national commission funds available to the Lead.
Program sponsor	The amount of funds available to the Lead from the program sponsor.
J1 Data – other	The amount of funds available to the Lead from other sources.
US government agency 1	The code of the American government agency that is funding the Lead. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
US government agency 1 – amount	The amount of funding available to the Lead from the agency specified in the US government agency 1 Property.
US government Agency 2	The code of the American government agency that is funding the Lead. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
US government Agency 2 – amount	The amount of funding available to the Lead from the agency specified in the US government agency 2 Property.
US international org 1	The code of the international organization that is funding the Lead. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
US international org 1 – amount	The amount of funding available to the Lead from the agency specified in the US international org 1 Property.
US international org 2	The code of the international organization that is funding the Lead. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
US international org 2 – amount	The amount of funding available to the Lead from the agency specified in the US international org 2 Property.
Immigration Data (Group)
Passport number	The passport number of the Lead. Maximum number of characters: 255.
Passport issuing country	The country in which the Lead’s passport was issued. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
Passport expiry date	The date of expiry of the Lead’s passport.
Visa number	The visa number of the Lead. Maximum number of characters: 255.
Visa issue date	The date of issue of the visa.
Visa expiration date	The date of expiry of the visa.
Place visa issued	The name of the city where the visa was issued to the Lead. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.
I - 94 (Group)
Number	The number of the I - 94 form of the Contact.
D/S indicator	Indicates whether the duration of stay (D/S) has been specified in the I - 94 form. Select Yes or No.
Date of entry	The date of the Lead’s entry into the United States of America as specified in the I - 94 form.
Expiration date	The date of expiry of the I - 94 form.
Port of entry	The port of entry of the Lead into the United States of America. Note Values in this Property will be available for selection after Talisma is synchronized with the SIS database.

History Tab

This tab displays all the events in the history of the Lead. For example, actions such as Property change for a Lead, or Categorization of a Lead, are recorded as events for the Lead. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Lead Event options from the Event tab. For a new Lead, this tab is always blank.

Categories Tab

This tab lists the Categories created for the Lead Object. From this tab, you can categorize the Lead by selecting one or more Categories.

Test Scores Tab

This tab lists the Test Score items associated with the Lead. For more information about the Properties displayed in this tab, see “Test Score Tabs and Properties”.

Document Status Tab

This tab lists the Document Status items associated with the Lead. For more information about the Properties displayed in this tab, see “Document Status Tabs and Properties”.

Ethnic Groups Tab

This tab lists the Ethnic Group items associated with the Lead. For more information about the Properties displayed in this tab, see “ Ethnic Group Tabs and Properties”.

Assignment Logs Tab

This tab is currently not being used.

Interactions Tab

This tab displays the Interactions associated with the Lead. For information about the Properties displayed in this tab, see “ Interaction Tabs and Properties”.

Note

In a scenario when the View Lead(s) and Enrollment(s) based only on the set Contact(s) option in the Global Options page is set to Yes in Talisma Business Administrator, and you search for the Interaction to be added for the Lead from the Interactions Tab in the Lead window, only the Interactions linked to the specified Contact is displayed in the Add Interaction dialog box.

Activities Tab

This tab presents the unified view of Interactions associated with the Lead. When you double-click an Activity, the child Interaction opens in its window. For information about the Properties displayed in this tab, see “Activity Properties”.

Duplicate Leads Tab

For original Leads, details of duplicate Leads will be listed in this tab. For duplicate Leads, this tab will be blank, and will be read-only.

Previous Education Tab

This tab lists all Previous Education details of the Lead.

Calendar Events Tab

The Calendar Events tab displays details of Calendar Events that are sent to attendees. For a new Object record, this tab is always blank. By default records in the tab are displayed in descending order on the Start Date Property.

The following table describes the Properties displayed in this tab:

Property	Description
Calendar Event ID	A unique identifier of the Calendar Event. The value for this Property is automatically generated.
Name	The name of the Calendar Event. This value is typed by the user in the Name field of the Add Calendar Event dialog box.
Start Date	The date and time when the Calendar Event starts.
End Date	The date and time when the calendar event ends.
Time Zone	The time zone that is selected for the Calendar Event.
Location	Details of the location of the Calendar Event.