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. Each time a Sales Rep completes an Activity, 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.) See About Sales Process for more information on creating an automated schedule for sales activities.
Activity Types are divided into two sections – Client’s Settings and Default Settings. Activity Types in the Client’s Settings are those that have been created by the Client Admin in the Client Admin Center. These additional Activity Types are visible on all projects for Users.
The following default Activity Types have been provided by Lasso:
- Make Appointment
- Phone Call
Client-created Activity Types can be hidden from the Activity Type dropdown list during the creation of a Sales Process by disabling them if you do not want Project Admins to be able to select them. The disabled Activity Types will no longer be visible to your Users when creating Sales Processes but you will be able to see them 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 the User 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. See About History Types for more information.
To Access Activity Types:
4 - Click on the Activity Types tab.
Note: You must have a Client Administrator Role and Registrants Settings Permissions to access this area.