Managing prospective students is easier when you can quickly find and act on the information you need.

Whether you’re looking for one person, creating a group for targeted follow-up or reviewing prospect information, managing a large list can involve several steps. Until now, this has often meant exporting a CSV, filtering it in a spreadsheet and then returning to the University Dashboard to take action.

We know that this creates additional work and interrupts the natural flow between identifying a prospect and deciding what to do next.

That’s why we’re rebuilding the Prospect Management table.

The improved experience will bring live search, flexible filtering and bulk actions together in one place. It will help you find the right prospect more quickly, understand your data and take action on multiple records without repeatedly moving between Unibuddy and a spreadsheet.

The Prospect Management table will become a more flexible workspace for managing and acting on your prospect list.

You will be able to search for an individual prospect using their first name, last name or email address.

Results will update as you search, making it easier to find the person you need without exporting a CSV or manually working through multiple pages of records.

For more targeted prospect management, you will also be able to combine up to six filters:

Search and filters can be used together, helping you narrow thousands of prospects down to the exact segment you need.

For example, you could filter your prospects by Country and Area of Study to identify prospective students interested in a particular subject. You could then refine those results further using marketing consent, lead source or status, depending on what your team is trying to achieve.

Your results and matching prospect count will update as you search and apply filters. You will also be able to choose which columns are displayed and view 10, 20, 50 or 100 prospects on each page, helping you focus on the information most relevant to you.

Once you have narrowed your results using search and filters, you can select multiple prospects on the current page and take action directly from the table.

Send a message to the selected group or block or unblock eligible records, depending on their current status. This can make tasks such as contacting a particular audience or cleaning up your prospect list much quicker, without needing to open and manage each record individually.

Existing functionality, including Send Broadcast and CSV Export, will remain available separately, so you can continue using your established workflows alongside the improved table.

You might need to find an individual record during the day or work with a larger group as part of your recruitment and engagement activity.

The improved table is designed to support both.

Search by name or email address to locate a specific person quickly, whether you’re responding to an enquiry or checking a prospect’s information.

Use filters together to identify a particular audience, such as prospects from a specific country, those interested in a certain area of study or people who arrived through a particular lead source. This can help you understand who appears in a segment before deciding what action to take.

Use the Status filter to distinguish between active and blocked prospects without checking records individually. This gives you a clearer view of where each person stands and makes managing your list more straightforward.

Filter by Lead source, such as Widget or Unibuddy App, to focus on prospects generated through a particular Unibuddy product. This makes it easier to understand which parts of the platform are contributing to your prospect list.

The improved Prospect Management table is ultimately about reducing the time and effort involved in managing your prospect data.

By making it easier to search, filter and take action, you can spend less time preparing spreadsheets, navigating long lists and moving between different tools.

That gives you more time to understand your prospective students, follow up with the right people and help them make confident decisions about their future.

🚀 We’ll add complete guidance on using the improved Prospect Management table when it launches.