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Insert Lead Info Rule

The Insert Lead Info rule is used to insert a Lead record into the CampusNexus Student database. The Student record that is created can be a unique Student or a duplicate Student. Duplicate Students are stored in the amElectronicLeads table in the database and will be considered as a duplicate record. You can view and work with the duplicate records in CampusNexus Student using the Process Electronic Leads window.

You would typically use the Insert Lead Info rule in an anonymous sequence.

Configuration

When you include the Insert Lead Info rule in a Sequence, the Insert Lead Info window is displayed:

Insert Lead Info Fields
Fields	Description
Campus	The name of the Campus to which the Lead belongs. Leads will be required to specify the Name and Campus when submitting their information to the institution.
Default Config	If the lead selects a different Campus that has not been configured in the rule then the configuration settings for the Default Configuration Campus will be used.
Default Admissions Rep	The name of the Admissions Rep who will be assigned by default to the Lead. The Admissions Rep is displayed based on the selected Campus. This drop-down list is displayed only if you click the expand icon.
Default Lead Source	The Lead Source name. This drop-down list is displayed only if you click the expand icon.
Default Lead Type	The default Lead Type that will be used when creating the Lead record. This drop-down list is displayed only if you click the expand icon.
Student Status	The Status that will be assigned to Students when they complete the Online Application form. This drop-down list is displayed only if you click the expand icon.