About Counselor Assignment
An admissions counselor is responsible for managing the application of the applicant. If round robin counselor assignment is configured the counselor will be assigned upon application submission. Counselors assigned by round robin can always be overridden.
Manual Assignment of Admission Counselor to Single Prospect
Navigate to the prospect
Click Admissions
Click the Inquiry Date or the Application Date
In the Admissions Counselor drop down, choose the desired counselor
Click Save
Manual Assignment of Admission Counselor to Multiple Prospects
To assign the same admissions counselor to a batch of inquiries or applicants, leverage the Prospect Finder.
The user mass assigning the counselor must belong to a permission group with permission 1239.
The maximum number of prospects that can be assigned at one time is set using custom control COUNSASSIG
Navigate to Filters > Prospects
Use the filters to return the desired population to which to assign a admissions counselor (or upload a list of IDs using the Browse button to select the file containing IDs and then click Add Ids to Filter)
Ensure those to which to assign the counselor have the Selected check box checked
Tip: To show this column, click the Column Visibility buttonClick the +Update Counselor button
Click For Page to assign the counselor to the current page of selected results or click For All to assign the counselor to the entire selected result set.
In the Update Batch to Counselor drop down, choose the new admissions counselor
Click Update Counselor For Batch