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Client Admin Center - Settings - Registrant Settings - Activity Types

Client Admin Center - Settings - Registrant Settings - Activity Types

About Activity Types

Activity Types are used in the creation of sales processes which automatically schedule activities for sales reps based on certain triggers. For example, a Client Admin can create a process for online registrants. A registrant signs up online which automatically schedules an activity of phone call for the assigned sales rep for one day following the online submission. When an activity is completed, it is recorded as history on the registrant profile. (The exception is email where a user must  send the email in order for it to be recorded as history.) Users do have the ability to manually schedule activities as well.

Lasso provides a list of default Activity Types in the Client Admin Center. Administrators have the ability to add custom Activity Types if needed. Activity Types are accessible on all projects and users will select from the list when scheduling an activity.

The default Activity Types in Lasso are as follows:

  • Make Appointment
  • Email
  • Phone Call

If there are specific custom Activity Types that you do not want users to be able to select when they are creating sales processes in the Project Admin Center, the Activity Types can be hidden from the list by disabling them in the Client Admin Center. The disabled Activity Types will no longer be visible when creating sales processes but will be visible when generating custom lists.

Custom Activity Types must be associated to History Types so that only those history items that are relevant to a particular activity will appear in the dropdown list when a Lasso user is completing the activity in a registrant profile. This ensures that sales reps will not have to look through the full list of history items to find the appropriate one, thereby reducing the chance of selecting something that is incorrect. It also facilitates more effective reporting.

To manage Activity Types:

1 - In the Client Admin Center, click Settings and select Registrant.

2 - Click on the Activity Types tab.

Add Activity Type

1 - In the Client Admin Center, click Settings and select Registrant.

2 - Click on the Activity Types tab.

3 - Click on Add Activity Type.

4 - Under the Activity Type section to the right, enter the Activity Type in the space provided. The red line around the Activity Type field indicates that this field is required.

5 - Leave Disabled with the default of No. If you change this to Yes, the Activity Type will be hidden from a Project Administrator when creating a Sales Process.

6 - If you wish to enter a Description for the Activity Type, enter in the space provided.

7 - Check the appropriate boxes under History Types to associate them to the Activity Type. This is a necessary step in the process as it identifies which History Type will be viewable in the dropdown list when a user is completing the Activity.

8 - Click Save.

Update/Edit Activity Type

1 - In the Client Admin Center, click Settings and select Registrant.

2 - Click on the Activity Types tab.

3 - Under Client's Settings, click on the Activity Type that you want to change. (You cannot edit the Default Activity Types.)

4 - To edit the Activity Type and/or Description, click into the fields under Activity Type to the right and edit as desired.

5 - To hide the Activity Type so that it will not appear in the dropdown list of Activity Types for users, select Yes beside Disabled. Select No to enable viewing.

6 - Check and uncheck the boxes under History Types to select which ones to associate with the Activity Type.

RegistrantSettings

7- Click Save.

Warning: Editing an Activity Type will permanently change the information for all associated Registrant Details. Any Activity Types that are edited will be updated wherever they are used throughout Lasso, including Registrant Details and related Reports. If you wish to keep any record of old Activity Types, create new ones instead of editing existing types.

Hide Activity Type

When creating sales processes in the Project Admin Center, the user select activities from a dropdown list. If there are particular activities that you do not want the user to be able to select, you can hide them so that they do not appear in the list. They will, however, be available for selection when creating custom lists in the Sales Center.

1 - In the Client Admin Center, click Settings and select Registrant.

2 - Click on the Activity Types tab.

3 - Under Client's Settings, click on the Activity Type that you want to hide. (You cannot hide the default Activity Types.)

4 - To hide the Activity Type so that it will not appear in the dropdown list of Activity Types for users, select Yes beside Disabled. Select No to enable viewing.

RegistrantSettings

5 - Click Save.

Delete Activity Type

1 - In the Client Admin Center, click Settings and select Registrant.

2 - Click on the Activity Types tab.

3 - Under Client's Settings, click on the Activity Type that you want to delete. (You cannot delete the default Activity Types.)

4 - Click on Delete Activity Type.

RegistrantSettings

5 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.

Warning: Deleting an Activity Type will permanently remove the information from the registrant profile and all associated reports. If you wish to keep any record of old activity types, create new ones instead of deleting existing types.