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Prospect Activities

The Prospect Activities form is an integral part of the contact management process within CAMS. Track events and activities that have taken place or need to be scheduled for future action (phone calls, letters, interviews, etc.). Items placed here can be displayed in To-Do lists, exported or emailed. These processes are initiated through Prospect Correspondence. Activities can be added individually or as a predetermined group (See Letter Sequences). Prospect activities are maintained in the Prospect Maintenance window, Activities tab.

It is also possible to mass add an activity or sequence of activities to a group of prospects through the Add Prospect Activity process in Tools >Processes >Admissions Module >Add Prospect Activity.

To add a single activity:

  1. In the Prospect Activity form, right-click within the list box to display the activity entry form.
  2. Enter the due date for this activity.
  3. Select an activity from the drop-down list (Activity LookUp reference table).
  4. Enter description of the activity, or in the case of recording details of a meeting of phone conversation, enter those notes.
  5. If the activity is being added as it is occurring (i.e. phone call), enter the Completion date. Otherwise leave the field blank at this time.
  6. Select the Activity Type: To-Do, Export, or Email.
  1. If Export is selected for activity type, then enter the Document Name (field only appears after clicking Export).
  2. If Email is selected, then select the email template from the drop-down list. See Correspondence Email Setup for more detail on this topic.
  1. Click Add to save the entry or Cancel to exit the form without saving.

To add a sequence of activities:

  1. Click Sequences.
  2. Select the Group. The group's associated activities (previously defined in Create Activity Sequences) will display in the data grid.
  3. Enter Start Date (Default is current date).
  4. Click Load to save additions and return to the Activities form. The activities listed within the selected group are now added to the prospect's record and appear in the Prospect Activities data grid.
  5. Use Cancel to exit without saving changes.

To update/edit an existing activity:

  1. Double-click the activity to be changed.
  2. Make appropriate entries or adjustments, such as completion date.
  3. Click Update to save changes or Cancel to exit without saving changes.

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