Best Practices for Prospect Scoring

Criteria should not be based on an internal user's (counselor/staff) actions. Scores should be based on the prospect's interaction with the school.
Use Calls FROM student rather than Calls TO student.
Decide internally what the Prospect Score indicates: Is it a marker of a student's likelihood of enrollment? Institutional desirability? Recruitment Priority? Overall fit?
Do not use negative numbers to subtract points when deciding how various values weigh to contribute to the overall prospect score. Prospect scoring should only be a way to summarize positive student actions, not penalize students for other kinds of behavior.
If you choose to use child objects (application, activity, event history, etc.), remember that each record in that child object counts towards the total prospect score, so child object values should be fewer than values on the Contact.
- For example, If Application Status = Complete provides 10 points to your total score, if a student has submitted four applications over any period, and has completed all of them, that means they'll see a score increase of 40 points to their overall score.
Use whole numbers in your weighting; the tool does not support decimals.