Follow

FAQs - Add/Update Sales Rep Email Address

FAQs - Add/Update Sales Rep Email Address

In this article:

About Adding/Updating Sales Rep Email Addresses

A sales rep email address can be added or updated in the Project Admin Center or Client Admin Center. Once a new email address has been added, it must be authorized in Lasso to complete the process. The user will receive an email requesting that they click on the link to Activate Email. Please note that Lasso Support can also authorize a new email address internally. If the user clicks on the link in the authorization email and it brings up an error message, it means the address has already been authorized. Please contact Lasso Support if you have any concerns regarding email authorization.

Note: All users must have a valid email address with a domain that has been authenticated in Lasso.

Once the new email has been added and activated, the sales rep should set the address as their default in Preferences so that it will appear in the From field in all of the rep's outgoing emails to registrants. As well, the appointment calendar invite sent to assigned sales reps automatically goes to the email set as the Preferences default.

Add/Update Sales Rep Email Address in Project Admin Center

1 - In the Project Admin Center, click  Project Setup and select Sales Reps.

projectadmin1.gif

2 - On the Sales Reps tab, select the sales rep and enter the project email address in the New email field under Sales Rep Details.

Note: All users must have a valid email address with a domain that has been authenticated in Lasso.

3 - Click Save.

projectadmin2.gif

Add/Update Sales Rep Email Address in Client Admin Center

1 - In the Client Admin Center, click Users and select Manage Roles.

2 - In the New email column, click into the cell beside the sales rep’s current Email and enter their new email address.

3 - Click Save.

editusers

The sales rep will receive the following email to the new address (if Lasso has not already authorized the email internally). They will need to click on the Activate Email link to authorize the email.