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Staff Assignment Lock
Staff Assignment Lock
Yes
No
Interaction Code
1 Call
1 Call - Call Back Completed
1 Call - Call Back Required
1 Call - Call with Agent
1 Call - Call with Coach
1 Call - Call with Community Org
1 Call - Call with Corporate Contact
1 Call - Call with Counselor
1 Call - Call with ESL School
1 Call - Call with Financial Aid
1 Call - Call with Junior College
1 Call - Call with Organization
1 Call - Call with Parent/Guardian
1 Call - Call with Student
1 Call - FA Call with Student
1 Call - Meeting Scheduled
1 Call - Registrar call
1.5 Call - No Contact
1.5 Call - No Contact - Hung up
1.5 Call - No Contact - Language Barrier
1.5 Call - No Contact - No Answer
1.5 Call - No Contact - Number Not Working
1.5 Call - No Contact - Voicemail
1.5 Call - No Contact - Wrong Number
2 Text
2 Text - Text from Parent/Guardian
2 Text - Text from Student
2 Text - Text to Parent/Guardian
2 Text - Text to Student
3 Email
3 Email - Email from Agent
3 Email - Email from Coach
3 Email - Email from Financial Aid
3 Email - Email from Parent/Guardian
3 Email - Email from Registrar
3 Email - Email from Student
3 Email - Email to Agent
3 Email - Email to Coach
3 Email - Email to Community Org
3 Email - Email to Corporate
3 Email - Email to ESL School
3 Email - Email to Junior College
3 Email - Email to Parent/Guardian
3 Email - Email to Student
4 Meeting
4 Meeting - Advisory Session
4 Meeting - In-person Meeting
4 Meeting - Meeting No-Show
4 Meeting - Mock Embassy Interview
4 Meeting - Virtual Meeting
5 Notes
5 Notes - Coach Notes
5 Notes - General Notes
5 Notes - NSR Notes
5 Notes - Official Transcript Ordered
5 Notes - Transcript order not available
6 Mailing
6 Mailing - Sent Postcard
6 Mailing - Sent Poster
6 Mailing - Sent Viewbook
7 Vendor Call
7 Vendor Call - Vendor Call with Student
ADM Transfer Credit Eval Completed - ADM Transfer Credit Eval Completed
Administrative
Administrative - Admissions Director Only
Administrative - Caution
Administrative - Person Profile Created
ALERT
Corporate Outreach Email - Call w/C Suite
Corporate Outreach Email - Corporate Outreach Email
Corporate Outreach Email - Email with HR (Corporate Outreach)
EC
EC - 1st meeting conference
EC - 1st meeting virtual
EC - 1st meeting walk in
EC - Agreement Cancellation
EC - Agreement Pause - No Response
EC - Agreement Pause - Not Ready
EC - Campus Visit
EC - Current Partner Catch-up Meeting
EC - EC Portal Training
EC - EC Response
EC - Fast Tracked - logins sent
EC - First Round Approval
EC - First Round Denial - No Agreement
EC - Logins Changed
EC - Marketing and Admissions Training
EC - No Call No Show
EC - Questionnaire Complete
EC - Renewal Meeting
EC - Whatsapp Chat
EC Marketing Activity
EC Marketing Activity - EC Fair
EC Marketing Activity - EC Webinar
Financial Aid Call - Financial Aid Call
Financial Aid Email - Financial Aid Email
Financial Aid Meeting - Financial Aid Meeting
Financial Aid Notes - Financial Aid Notes
Financial Aid Overview Notes - Financial Aid Overview Notes
Financial Aid Text - FA Voicemail
Financial Aid Text - Financial Aid Text
Historical Interaction - Advisory Session
Historical Interaction - Contact
Historical Interaction - Email
Historical Interaction - Historical Interaction
Historical Interaction - Outreach
In-Person
In-Person - In-Person with Community Org
In-Person - In-Person with Corporate
In-Person - In-Person with ESL
In-Person - In-Person with Junior College
Origin Source
Origin Source - Manual Input by Staff
Partnership Established
Partnership Established - Partnership Established w/Community
Partnership Established - Partnership Established w/Corporate
Partnership Established - Partnership Established w/ESL
Partnership Established - Partnership Established w/JC
Payment
Ranking - High
Ranking - Low
Ranking - Medium
Ranking - Ranking
Source
Text to Parent/Guardian
Text with Student
Vendor Tracking
Vendor Tracking - Meera - Appointment Scheduled
Vendor Tracking - Meera - Bad Phone
Vendor Tracking - Meera - Called, no transfer
Vendor Tracking - Meera - Closed After Follow Up (Max Attempts)
Vendor Tracking - Meera - Closed by Client Request
Vendor Tracking - Meera - Converted (warm call after completed)
Vendor Tracking - Meera - DNC/Not Interest
Vendor Tracking - Meera - Lead Responded
Vendor Tracking - Meera - Message Delivered
Vendor Tracking - Meera - Message Undelivered
Vendor Tracking - Meera - No Rep Response
Vendor Tracking - Meera - Transferred
Vendor Tracking - Meera - Transferred- but call lasted less than 30 secs
First Name
*
Last Name
*
Phone Number
*
Texting Opt-In
*
Texting Opt-In
*
Yes
No
Email Address
*
Birthdate
Birthdate
January
February
March
April
May
June
July
August
September
October
November
December
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
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1991
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1989
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1938
1937
1936
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1933
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1931
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1929
1928
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1925
1924
1923
1922
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1919
1918
1917
1916
1915
1914
1913
1912
1911
1910
1909
1908
1907
1906
1905
1904
1903
1902
1901
1900
Student Type
*
Canada Domestic
Domestic
International
Country of Residency
*
Country of Residency
*
Country
City
Region
Prospective Start Term
*
2024 Summer 6 (July 1, 2024)
2024 Fall 1 (September 2, 2024)
2024 Fall 2 (October 28, 2024)
2025 Spring 3 (January 6, 2025)
2025 Spring 4 (March 3, 2025)
2025 Summer 5 (May 5, 2025)
2025 Summer 6 (June 30, 2025)
2025 Fall 1 (September 1, 2025)
2025 Fall 2 (October 27, 2025)
2026 Spring 3 (January 5, 2026)
2026 Spring 4 (March 2, 2026)
2026 Summer 5 (May 4, 2026)
2026 Summer 6 (June 29, 2026)
Program of Interest
*
Bachelor of Arts in Education
Bachelor of Business Administration
Bachelor of Science in Computer Science
Bachelor of Science in Information Technology
Master of Arts in Teaching English to Speakers of Other Languages (TESOL)
Master of Business Administration
Master of Science in Computer Science
Master of Science in Engineering Management (MSEM)
Master of Science in Information Technology (MSIT)
Master of Science in Artificial Intelligence (MSAI)
Doctor of Business Administration
Doctorate of Education in Leadership, Curriculum, and Instruction
Doctor of Computer Science (DCS)
Certificate in Teaching English to Speakers of Other Languages
Coding Bootcamp Graduate Certificate
Coding Bootcamp Undergraduate Certificate
Doctoral Certificate in Applied Computer Science
Doctoral Certificate in Business Administration
Doctoral Certificate in Business Intelligence & Data Analytics
Doctoral Certificate in Information Technology Management
Doctoral Certificate in Strategic Leadership for the 21st Century
English As an Additional Language (EAL/ESL) - REAL
Graduate Certificate in Business Administration
Graduate Certificate in Cybersecurity
Graduate Certificate in Data Analytics
Graduate Certificate in Educational Technology
Graduate Certificate in Executive Management
Graduate Certificate in Marketing
Graduate Certificate in Organizational Leadership
Graduate Certificate in Teaching English to Speakers of Other Languages
Graduate Communications (Pathway)
Undergraduate Certificate in Business Administration
Undergraduate Certificate in Computer Science
Undergraduate Certificate in Cybersecurity
Undergraduate Certificate in Data Analytics
Undergraduate Certificate in Digital Marketing
Undergraduate Certificate in Early Childhood Education – Administration
Undergraduate Certificate in Early Childhood Education – Teaching Preparation
Undergraduate Certificate in Educational Technology
Undergraduate Certificate in Entrepreneurship
Undergraduate Certificate in Finance
Undergraduate Certificate in Human Resources
Undergraduate Certificate in Information Technology
Undergraduate Certificate in Leadership
Undergraduate Certificate in Sports Management
Undergraduate Communications (Pathway)
Undecided
I was recruited by a coach in the Westcliff Athletics Department:
I was recruited by a coach in the Westcliff Athletics Department:
Yes
No
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