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Liaison

Understanding Prospect Scorecard calculations

Prospect Scorecard calculations occur on 6 formula fields and 1 number field within the following supported objects:

Contact

  • Prospect Contact Score (Prospect_Contact_Score__c)

  • Prospect Qualitative Score (Prospect_Qualitative_Score__c) - This is a number field that can be used to assign any numeric value to a student to influence the score directly.

Activity History

  • ​Prospect Score (Prospect_Score__c)

Application

  • Prospect Score (Prospect_Score__c)

Email Broadcast Member

  • Prospect Score (Prospect_Score__c)

Contact Schedule Item

  • Prospect Score (Prospect_Score__c)

Relationship (Relationship V1 - Family Relationships)

  • Prospect Score (Prospect_Score__c)

For more information, see Appendix: Prospect Scorecard - Detailed Package Components.
 

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