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Testing help center articles

February 2, 2021Chris HighlandHelp CenterNo Comments
Filtering, Tagging, and Building Boards in the Prospect Database
Organize your recruit lists simply or detailed!

Written by Benjamin Graves

Updated over a week ago

A. Filtering Prospects

What is a Filter? A process to only show you the selected criteria of recruits you wish.  (Ex. Graduation Year, Position, Area Coach, Rating / Status)

  1. When you first login to Recruit Suite you will be directed to the Athlete Database page.
  2. Click Funnel Button at Top of Page (right of search bar). *Filters will load on right side of the page.  
  3. Choose the filters you want to load. Ex. 2021 DEs & OLBs, Coach Smith FL Recruits, 2020 Commits & Offers, etc.
  4. Click Load Filter button.
  5. Prospects will load for your use.

 

B. Tagging Prospects

What is a Tag? A particular list that you use to organize a group of recruits (Ex. Head Coach Hit List, Scholarship Offers, Camp Invites, December OVs, etc)

  1. Filter applicable prospects you wish to view.
  2. Hover over selected prospect’s profile picture (Check box will appear)
  3. Check Box (A grouping of new buttons will appear at the top of the database)
  4. Click the TAG Button
  5. Choose the Tag you wish OR Create a new tag at top
  6. Click SAVE

C. Building Prospect “BOARDS”

What is a Board? A specific saved criteria that you can instantly message (Ex. Commits, Coach Jones Hit List, Top Juniors, etc)

  1. Filter applicable prospects you wish to view. (By class, coach, position, tags)
  2. After Prospects Load, click filter button.
  3. Once the filter is open, find the white text block that reads “Name Filter”.
  4. Create filter name (Check Share with your Team box below for other users on your team to see/access.)
  5. Click Save as a Board button.
  6. Board will be saved on the left column of database page

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