Lead Tabs and Properties
Lead is a Team object in CampusNexus CRM. The tables in this topic describe the fields available in the various tabs of the Lead object.
The Lead window contains the following tabs:
Properties Tab
The Properties tab contains system properties, along with custom properties that are created for the Lead.
| Property (* indicates mandatory property) |
Description | Updated by | Can Edit / Delete in Business Administrator |
|---|---|---|---|
|
External SIS ID |
A unique identifier for the corresponding Lead in SIS. |
System |
Yes |
|
Name * |
The name of the Lead. This is a text field with a maximum character length of 255. |
User |
Yes |
|
Campus * |
The name of the Campus to which the Lead is associated. |
System |
No |
|
Team * |
The name of the Team to which the Lead is associated. |
System |
No |
|
Owner |
The CampusNexus CRM user that creates the Lead. |
System / User |
No |
|
SSN |
The Social Security Number of the Lead. |
User |
Yes |
|
Created On |
The date and time when the Lead record was created. |
System |
No |
|
Last Updated |
The date and time when the Lead record was last updated. |
System |
Yes |
|
Link to Contact |
The Contact associated with the Lead. |
System |
Yes |
|
Link to Enrollment |
The Enrollment associated with the Lead. |
System |
Yes |
|
Pipeline * |
The mode of admission of the Lead. This property can have one of the following default values: • OnGround Admissions • Online Admissions The Business Administrator User can specify custom values for this property. |
User |
Yes |
|
Stage * |
The Lead’s progress levels in the admission cycle. |
User |
Yes |
| Phone | The primary contact number of the Lead. |
User |
Yes |
|
Time Zone |
The time zone in which the Lead is located. |
User |
Yes |
|
Hispanic/Latino |
The ethnic origin of the Lead. |
User |
Yes |
|
Citizen |
Indicates the citizenship status of the Lead. For example, Permanent Resident. |
User |
Yes |
|
Nationality |
Indicates the nationality of the Lead. For example, American. |
User |
Yes |
|
Disabled |
Indicates the disability status of the Lead. This property can have one of the following values: • Unspecified: Indicates that the disability status is not specified. • Yes: Indicates that the Lead has some form of disability. • No: Indicates that the Lead does not have any disability. By default, this value is blank. |
User |
Yes |
|
High school academic GPA |
Indicates the Lead’s academic grade point average in high school. For example, 3.5. |
User |
Yes |
|
SIS Owner |
Indicates the SIS user associated with the Lead. |
System / User |
Yes |
|
Double Opt-In(SMS) |
Indicates whether the lead has opted to receive SMS messages from the organization. The default value for this field is blank. This is a read-only field, and its value is determined by various factors. |
System |
No |
|
Application received date |
The date when the application is received from a student. |
System / User |
Yes |
| External SIS Applicant ID | A read-only field that displays the unique identifier of the lea's corresponding applicant record in the SIS. |
System |
No |
| External SIS Inquiry ID | A read-only field that displays the unique identifier of the lead's corresponding inquiry record in the SIS. |
System |
No |
|
Enrollment date |
The date when the student is enrolled. |
System / User |
Yes |
|
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. |
System / User |
Yes |
|
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. |
System / User |
Yes |
|
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. |
System / User |
Yes |
|
Billing method |
Enumerated values indicating the method of billing. |
System / User |
Yes |
|
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. |
System / User |
Yes |
|
Comment |
Comments typed by the admission representative. |
System / User |
Yes |
|
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. |
System / User |
Yes |
|
Send SMS |
Indicates whether SMS messages can be sent to Leads. By default, the value of this property is set to No. If a mobile 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. Note SMS Mailers are sent to leads in a CampusNexus CRM campaign regardless of the value of this property. To ensure that the mailer is sent only to leads that have the Send SMS property set as Yes, define an appropriate Filter at the relevant Connector before the Send SMS action node. |
User |
No |
|
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 through other media that email messages must no longer be sent. In the former scenario, the value of the associated contact's Send Email property changes to No automatically. This value is then is inherited in all leads associated with the contact. In the latter scenario, the user changes the value of the property from Yes to No. This value is then inherited in the associated contact and any leads associated with the contact. Note • If the property is blank, its value is considered as Yes. • The latest value of the property is updated in the associated contact's Send Email property and the Send Email property of leads associated with the contact based on the property inheritance framework defined in Business Administrator. For more information, your administrator must see Business Administrator Help. |
User |
No |
|
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. |
User | Yes |
| City | User | Yes | |
| State | User | Yes | |
| ZIP | User | Yes | |
| County | User | Yes | |
| Country | User | Yes | |
| Region | User | Yes | |
|
Primary phone |
The phone used by the lead. This field can have one of the following values: • Phone • Phone1 • Phone2 • Mobile |
User |
Yes |
|
Phone 1 |
The first phone number of the lead. |
User |
Yes |
|
Phone 2 |
The alternate phone number of the lead. |
User |
Yes |
|
Phone 2 extension |
The extension of the alternate phone number. |
User |
Yes |
|
Mobile |
The mobile phone number of the lead. |
User |
Yes |
|
Fax |
The fax number of the lead. |
User |
Yes |
|
Program Information This group of properties comprises the Lead's program information. |
|||
|
Area of Interest |
The area in which the lead is interested to enroll for a course. Example: Culinary arts, or Psychology. |
User |
Yes |
|
Program |
The program for which the lead enrolls. Example: Business Law, or Arts. |
User |
Yes |
|
Program Version |
The version of the program in which the lead is interested. For example, an MBA in Finance. The Program Version is Finance. |
User |
Yes |
|
Program Version Start Date |
The start date of the program version. |
User |
Yes |
|
Area of Study |
The course that the lead has selected to pursue. For example, Legal Studies, or Child Psychology. |
User |
Yes |
|
Shift |
The shift in which the Lead is interested to pursue the course. For example, All Day, or Evening. |
User |
Yes |
|
Program Level |
The Program Level of the program the lead wishes to pursue. For example, Certificate, or Diploma. |
User |
Yes |
|
Expected start date |
Estimated commencement date of the course. |
User |
Yes |
|
Expected Start Term |
Estimated commencement date of the term. |
User |
Yes |
|
Contact Properties The group of properties comprise the lead's personal information. |
|||
|
School Status |
This is equivalent to the lead's Stage property in SIS. This value is updated as a result of database synchronization. |
User |
Yes |
|
Student number |
The unique identification number of the student. |
User |
Yes |
|
First name |
The first name of the lead. This is the lead’s display name in CampusNexus CRM. This name is used when searching for leads, and in Filters. |
User |
Yes |
|
Middle name |
The middle name of the lead. |
User |
Yes |
|
Last name |
The last name of the lead. |
User |
Yes |
|
Suffix |
The suffix added to the lead's name. |
User |
Yes |
|
Nickname |
The nickname of the lead. |
User |
Yes |
|
Maiden name |
The maiden name of the lead. |
User |
Yes |
|
E-mail * |
The lead’s email address. CampusNexus CRM uses this email address to track Messages from the Lead, and threads the messages into an interaction. |
User |
Yes |
|
Secondary e-mail address |
The alternate email address of the lead. |
User |
Yes |
|
Gender |
The gender of the lead. |
User |
Yes |
|
Date of birth |
The date of birth of the lead. |
User |
Yes |
|
Marital status |
The marital status of the lead. |
User |
Yes |
|
Veteran |
Indicates whether the lead is a veteran. |
User |
Yes |
|
Student ID |
The ID of the lead’s corresponding student record created in SIS. |
User |
Yes |
|
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. |
User |
Yes |
|
Lead Source |
The source from where information about the lead is obtained. For example, social media. |
User |
Yes |
|
Account source |
The Account from which the lead information is obtained. |
User |
Yes |
|
Lead category |
Indicates the category of the lead source. For example, High School, or College. |
User |
Yes |
|
Lead Type |
Indicates the background of the lead. For example, Walk in, or Referral. |
User |
Yes |
|
Extra-curricular |
Indicate any extra-curricular activity performed by the lead outside the realm of the normal curriculum of education. |
User |
Yes |
|
Method of contact |
The medium of communication with the lead. For example, phone, email, letter, or fax. |
User |
Yes |
|
Rating |
Indicates the grade of the lead. |
User |
Yes |
|
Campus type |
Campus with which the lead is associated. |
User |
Yes |
|
Duplicate |
Indicates whether the lead record is a duplicate or not. |
User |
Yes |
|
Invalid |
Indicates whether the lead record is invalid or not. This is determined by checking if the mandatory fields have valid values. |
User |
Yes |
|
Disqualified |
Indicates if the lead is disqualified for the program. |
User |
Yes |
|
Reason for disqualification |
The reason for the lead being disqualified. |
User |
Yes |
|
Currently in the Military |
Indicates whether lead was involved in military activities. |
User |
Yes |
|
Original Lead |
This property value is blank if the lead is original. For duplicate leads, the value specified in the Name field of the original lead is updated here. |
User |
Yes |
|
Application Name |
Name of the application with which the lead is associated. |
User |
Yes |
Note
The validation of the Expected Start Date, Midpoint Date, and Expected Graduation Date properties is not performed in the following scenarios:
• When the Expected Start Date is updated in the Update Lead dialog box that is invoked from the Contact Table View, by clicking the Update Leads From Contact 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
Property values in this tab are sent to the SIS during database synchronization. Similarly, changes made to the field values in the Non-immigrant Student tab in the SIS are also updated in CampusNexus CRM.
| Property | Description | Updated by | Can Edit / Delete in Business Administrator |
|---|---|---|---|
|
Non-immigrant Student |
Indicates whether the lead is a non-immigrant student. |
System / User |
Yes |
|
SEVIS ID |
The Student and Exchange Visitor Information System (SEVIS) ID. This is a unique identifier assigned to the lead by the United States Immigration and Naturalization Service (INS). |
System |
No |
|
Transaction Status |
This property can have one of the following values: • Ready to send • Sent • Ready for DSO (Designated School Official) • Acknowledged • Terminated |
System |
No |
|
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 |
System |
No |
| 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 The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
ITIN / Tax ID |
The ID issued to the lead by the Internal Revenue Service (IRS). |
System / User |
Yes |
|
City of Birth |
The city in which the lead was born. |
System / User |
Yes |
|
Country of Citizenship |
The lead's country of citizenship. |
System / User |
Yes |
|
Student DSO / RO |
The Designated School Official (DSO) or Responsible Officer (RO) of the lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
International Advisor |
The lead’s international advisor from the International Advisors group. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
SIS International Advisor |
The student's international advisor in SIS. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
Proof of Adequate Health Insurance Submitted |
Indicates whether proof of adequate health insurance is submitted. Note This property value must be updated only for leads with a J1 visa. |
System / User |
Yes |
|
Health Provider |
The health insurance provider of the lead. |
System / User |
Yes |
|
Health Insurance End Date |
The date when the lead’s health insurance expires. |
System / User |
Yes |
| F1 / M1 Data (Group) | |||
|
Transfer from |
The university or location from where the lead has been transferred. |
System / User |
Yes |
|
F1 / M1 Data - Country of Birth |
The country of birth of the Lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
Commuter |
Indicates whether the lead commutes to the class room. |
System / User |
Yes |
|
F1 / M1 Data - Last Permanent Resident Country |
The last country in which the lead was a permanent resident. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
Criminal Conviction |
Indicates whether the lead was convicted for a crime. |
System / User |
Yes |
|
Remarks for I-20 |
Notes about the lead’s I-20 status. |
System / User |
Yes |
|
English proficiency required |
Indicates whether proficiency in English is required. |
System / User |
Yes |
|
English Proficiency Met |
Indicates whether the required proficiency level in English has been met. |
System / User |
Yes |
|
English Proficiency Not Required Reason |
Indicates the reason why proficiency in English is not required. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
| F1 / M1 Data - Funds (Group) | |||
|
Personal |
The personal funds available with the lead. |
System / User |
Yes |
|
School Fund |
The funds provided to the lead by the school. |
System / User |
Yes |
|
School Fund Description |
A description of the funds provided by the school. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
|
F1 / M1 - other data |
Information about other funds available to the lead. |
System / User |
Yes |
|
Other Description |
Any other information about funds available to the lead. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
|
Employment |
Funds available to the lead through employment. |
System / User |
Yes |
|
Employment Description |
A brief description about the lead’s employment. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
|
Funding remarks |
Remarks about funds available with the lead. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
| Authorization to Drop Below Full Course Load (Group) | |||
|
Authorization reason |
Indicates the reason to enroll in fewer courses than is required. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
|
Authorization Start Date |
The date when the lead was authorized to enroll in fewer courses than required. |
System / User |
Yes |
|
Authorization end date |
The date when the authorization period ends. |
System / User |
Yes |
|
Authorization Remarks |
Remarks about the authorization to enroll for fewer courses than is required. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
| J1 Data (Group) | |||
|
Form number |
The serial number of the J1 visa form. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
|
Position Code |
The position code number of the lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
Subject |
Indicates the subject of the Lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
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 |
System / User |
Yes |
|
J1 Data - Country of Birth |
The lead's country of birth. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
J1 Data - Last Permanent Resident Country |
The last country in which the lead was a permanent resident. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
EV Matriculation |
Indicates matriculation details of the exchange visitor (EV). Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
User |
No |
|
Infraction Type |
The type of infraction committed by the lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
User |
No |
|
Remarks for IAP-66/DS-2019 |
Indicates remarks about the IAP-66/DS-2019 form for the lead. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
| J1 Data - Funds (Group) | |||
|
Non-immigration Govt |
The amount of non-government funding provided to the lead. |
System / User |
Yes |
|
J1 Data – personal |
The personal funds available to the lead. |
System / User |
Yes |
|
Bi-national Commission |
The amount of bi-national commission funds available to the lead. |
System / User |
Yes |
|
Program Sponsor |
The amount of funds available to the lead from the program sponsor. |
System / User |
Yes |
|
J1 Data – other |
The amount of funds available to the lead from other sources. |
System / User |
Yes |
|
US Government Agency 1 |
The code of the American government agency that is funding the lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
US Government Agency 1 – Amount |
The amount of funding available to the lead from the agency specified in the US government agency 1 property. |
System / User |
Yes |
|
US Government Agency 2 |
The code of the American government agency that is funding the lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
US Government Agency 2 – Amount |
The amount of funding available to the lead from the agency specified in the US government agency 2 property. |
System / User |
Yes |
|
US International Org 1 |
The code of the international organization that is funding the lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
US International Org 1 – amount |
The amount of funding available to the lead from the agency specified in the US international org 1 property. |
System / User |
Yes |
|
US International Org 2 |
The code of the international organization that is funding the lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
US International Org 2 – Amount |
The amount of funding available to the lead from the agency specified in the US international org 2 property. |
System / User |
Yes |
| Immigration Data (Group) | |||
|
Passport Number |
The passport number of the lead. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
|
Passport Issuing Country |
The country in which the Lead’s passport was issued. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
|
Passport Expiry Date |
The date of expiry of the lead’s passport. |
System / User |
Yes |
|
Visa Number |
The visa number of the Lead. This is a text field that supports a maximum of 255 characters. |
System / User |
Yes |
|
Visa Issue Date |
The date of issue of the visa. |
System / User |
Yes |
|
Visa Expiration Date |
The date of expiry of the visa. |
System / User |
Yes |
|
Place Visa Issued |
The name of the city where the visa was issued to the lead. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
| I - 94 (Group) | |||
|
Number |
The number of the I - 94 form of the lead. |
System / User |
Yes |
|
D/S Indicator |
Indicates whether the duration of stay (D/S) has been specified in the I - 94 form. |
System / User |
Yes |
|
Date of Entry |
The date of the lead’s entry into the United States of America as specified in the I - 94 form. |
System / User |
Yes |
|
Expiration Date |
The date of expiry of the I - 94 form. |
System / User |
Yes |
|
Port of Entry |
The port of entry of the lead into the United States of America. Note The property values are available for selection only after CampusNexus CRM is synchronized with the SIS database. |
System / User |
Yes |
Interactions Tab
This tab displays the interactions associated with the lead. For information on the properties displayed in this tab, see Interaction Tabs and Properties.
Note
In the Business Administrator, if the View Leads and Enrollments based only on the set Contacts option is set to Yes, and you attempt to add an interaction from the Interactions tab in the Lead window, then only the interactions linked to the specified Contact are displayed in the Add Interaction dialog box.
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.
Activities Tab
This tab lists all Interactions associated with the Lead. Double-click an activity to view the child Interactions. For information about the properties displayed in this tab, see Activity Properties.
Test Scores Tab
This tab lists the test score items associated with the lead. For more information on 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 on 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.
Assignment Logs Tab
This tab is currently not being used.
Duplicate Leads Tab
For all original lead items, details of the corresponding duplicate leads are listed in this tab. For duplicate leads, this tab is blank, and read-only.
Previous Education Tab
This tab lists 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 ascending order based on the ID of the calendar event.
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. |
History Tab
This tab lists events and property changes in the lead item. For example, actions such as a property change or categorization are recorded in the tab.
Note
• By default, audit is disabled for all events and properties. Hence, information about event and property changes will not be displayed in the History tab. To display these changes, your administrator must enable audit in Business Administrator. For more information, your administrator must see Business Administrator and Installation Manager Help.
• When a lead's related object property is updated, its database equivalent values will be displayed in the From and To columns of the History tab instead of its previous and updated values.
• The history of events and changed property values in a tab is displayed only if you have access to the tab.