Recruit Students
Recruit Students is one of two areas within Transferology® Lab from which schools can manage information supplied by prospective students via Request Information.
In this article:
Overview
When exploring transfer options within Transferology®, a student can Request Information from a school. All student requests are copied or routed to Recruit Students within Transferology® Lab. If the student requested Advising or Program information, the request is also copied/routed to Advise Students.
The Recruiter role is required to access Recruit Students. Within this area of the Lab, the Recruiter can work to help the student obtain information about admission to and resources at the school. The Recruiter can also help the student obtain reviews of courses, standardized exams, and military credits.
In the Transferology Lab:
- Go to Advising & Recruiting.
- Select Recruit Students.
The majority of this page is table-formatted student information. Recruiters may filter this information or export it. Student information is contained within two tabs:
- Active Leads
- Archived Leads
The Recruiter may toggle between tabs to track student progress throughout the recruitment process.
Active Leads
The Active Leads tab (default) provides information listings of students currently needing outreach. Many of the text fields and buttons on the Active Leads tab are hyperlinks:
Column/Icon | Screenshot | Description |
Name | ![]() |
Select hyperlink to View Profile of the student being recruited See Recruit and Advise Students: Student Profile for an overview of how to:
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Email address hyperlink to send the student a message
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Request | ![]() |
MM/DD/YYYY formatted date link to view the original student request for more information Hover to view the student's message (if applicable) and date/time stamp |
Type | ![]() |
Type of information requested The Type column contains four icons that are color-coded to the key in the Status box (left to right): 1) Financial Aid 2) Admission 3) Campus visit 4) Veterans Resources ![]() Gray icons: not requested by student Black icon with a green checkmark: Recruiter has marked as complete The Recruiter may remove green checkmarks from icons To check a student request off the list as complete, select the icon: ![]() ![]() -OR- To uncheck a student request to make it "not complete," select the icon: ![]() ![]() |
Program | ![]() |
Lists the name of the Program, if supplied by the student |
Advise | ![]() |
Displays the current status of student advisement Advising needed: ![]() ![]() |
Archive |
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Select the Archive button to move the student from the Active Leads tab to the Archived Leads tab The student may be returned to the list of active recruits by navigating to the Inactive Leads tab and selecting the Un-archive button ![]() |
Filters
Filter Field
The Filter Field is above the student information table, where the Recruiter may type in a student name, email address, or program to filter students.
Filter Box
The Filter box allows for filtering by date range field, with additional checkbox parameters for filtering by student need(s).
Icon | Need |
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Admission Select the checkbox to specify that students with a declared interest in Admission be included in the filter results |
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Financial Aid Select the checkbox to specify that students with a declared interest in Financial Aid be included in the filter results |
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Campus visit Select the checkbox to specify that students with a declared interest in a Campus visit be included in the filter results |
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Veterans Resources Select the checkbox to specify that students with a declared interest in Veterans Resources be included in the filter results |
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Programs Select the checkbox to specify that students with a declared interest in Programs be included in the filter results |
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Needs advising Select the checkbox to specify that students with a declared interest in advising be included in the filter results |
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Verified email address Select the checkbox to specify that students with a Verified email address be included in the filter results |
Select Apply to filter the results. Select Clear filters to reset all filter constraints placed on the student data.
Date Range
Select the following options from the drop-down menu:
- None
- Last 30 Days
- Last 60 Days
- Last 90 Days
- Last 180 Days
- Last 365 Days
- Custom
Select Apply to filter the results. Select Clear filters to reset all filter constraints placed on the student data.
The Custom option will prompt a monthly calendar to pop out on the right.
Archived Leads

Column/Icon | Screenshot | Description |
Name | ![]() |
Name of student |
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Email address of student
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Date | ![]() |
MM/DD/YYYY formatted date of the original student request |
Type | ![]() |
Type of information requested The Type column contains four icons that are color-coded to the key in the Status box (left to right): 1) Financial Aid 2) Admission 3) Campus visit 4) Veterans Resources ![]() Grey icons: not requested by student Black icon with a green checkmark: Recruiter has marked as complete When the lead was active, the Recruiter may have added a green checkmark(s) to indicate that a request was complete A green checkmark(s) may have also been removed to show that assistance was still needed. See Active Leads (above) for more information |
Program | ![]() |
Lists the name of the Program, if supplied by the student |
Advise | ![]() |
Displays the status of student advisement Advising needed: ![]() ![]() |
Un-archive |
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Select the Un-archive button to move the student from the Archived Leads tab to the Active Leads tab The student may be returned to the list of archived recruits by navigating to the Active Leads tab and selecting the Archive button ![]() |
Filters
Filter Field
The Filter Field is above the student information table, where the recruiter may type in a student name, email address, or program to filter students.

Filter Box
The Filter box allows for filtering by date range field, with additional checkbox parameters for filtering by student need(s).
Icon | Need |
![]() |
Admission Select the checkbox to specify that students with a declared interest in Admission be included in the filter results |
![]() |
Financial Aid Select the checkbox to specify that students with a declared interest in Financial Aid be included in the filter results |
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Campus visit Select the checkbox to specify that students with a declared interest in a Campus visit be included in the filter results |
![]() |
Veterans Resources Select the checkbox to specify that students with a declared interest in Veterans Resources be included in the filter results |
![]() |
Programs Select the checkbox to specify that students with a declared interest in Programs be included in the filter results |
![]() |
Needs advising Select the checkbox to specify that students with a declared interest in advising be included in the filter results |
![]() |
Verified email address Select the checkbox to specify that students with a Verified email address be included in the filter results |
Select Apply to filter the results. Select Clear filters to reset all filter constraints placed on the student data.
Date Range
Select the following options from the drop-down menu:
- None
- Last 30 Days
- Last 60 Days
- Last 90 Days
- Last 180 Days
- Last 365 Days
- Custom
Select Apply to filter the results. Select Clear filters to reset all filter constraints placed on the student data.
The Custom option will prompt a monthly calendar to pop out on the right.
If you do not see the results you expect in the Archived Leads information table, check the date range filter. Excessive filtering can severely restrict results. The default setting for the Date Range filter is Last 90 Days.
Export
An Export button is available in the upper-right part of the screen above the Filter box.
Selecting Export will configure the student data on the current page into a CSV file, which can be opened in Microsoft® Excel. Recruiters have the option to export filtered results only, or all results. Included in the export are First Name, Last Name, Email, Request Date, Type(s) of information requested, Program (if entered by student; otherwise, blank), Advise status, and Archive status.
Column | Statuses |
Financial Aid Admissions Campus Visit Veterans Resources |
No Not Requested Yes Requested Completed Marked as complete |
Advise | No Needs advisement Yes Not requested or not marked as needed Completed Marked as complete |
Archive | No Not archived; appears within Active Leads tab Completed Archived; appears within Archived Leads tab |