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Error = Pre-existing email
Error = Pre-existing email
Who owns it & why?
Sibling/Spouse
Is app past or future? Is there a portal key? Who is coming to Bethel first?
Past + no portal
= Remove email from original owner & give to new lead as primary
Past + portal
Future + no portal (current comm plan)
= Original owner keeps the email, New lead manually entered with secondary
Future +no portal (later comm plan)
= Original owner email is moved to secondary, New lead keeps email as primary
Future + portal
Parent
Prospect Contact Type
Is the address a family/shared address?
Whose term comes first?
Parent = Parent keeps the email, New lead manually entered with secondary
Student = Student keeps the email, Original owner email is moved to secondary, New lead keeps email as primary
Is the address personal?
= Original owner keeps the email, New lead manually entered with secondary
Parent Contact Type
Current or Future Term? Including Q students
= Original owner keeps the email, New lead manually entered with secondary
Past Term?
= Remove email from original owner & give to new lead as primary
Duplicate
Is there additional info in new lead?
No = Don't convert lead, add tasks for counselors
Yes = Convert lead & Manually create App if needed
Error = No Email
New Contact Created Manually
Error = International Address
Manually remove mailing address
Convert lead to contact