How to submit a Next Best Step?
Sean O'Dea avatar
Written by Sean O'Dea
Updated over a week ago

To add a "next step" for prospective students, see the instructions below:

  1. Log into your University Dashboard.

  2. Select the Next Steps option from the Prospects dropdown menu.

  3. Click on the Student Stage you'd like to add to (Explore, Compare, etc.), then select the Add Prospect Next Steps prompt.

4. Fill out all fields, including a title and description, then click Save.

PLEASE NOTE: You can add up to ten (10) recommendations per Student Stage, and we recommend having at least three recommendations per stage.

For video instructions on how to create a "next step," see the Loom video below:

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