Action Type Definitions
Action type defines the type of action that was completed and helps to build a picture of the depth of the relationship over time.
Discovery Call – This action type is not necessarily a phone call, but rather an initial visit where you are exploring the potential for partnership. A stakeholder may have multiple discovery calls with different areas on campus (admissions, career services, development, etc.), but typically will only have one within each area (development will only have one discovery call with the stakeholder).
Significant Contact – This is for scheduled contacts where you move the stakeholder forward with their engagement with the University. This contact results in valuable information that should be recorded.
General Contact – This may be used for attendance at events, casual or coincidental meetings on campus or at other community events, or other contacts which do not necessarily result in moving the prospect forward (an email that indicates someone will be attending an event may be considered a general contact). It is not necessary for every general contact to be recorded. Significant contacts with meaningful conversations are what will ultimately grow partnerships.