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Client Admin Center - Settings - Registrant Settings - Source Types

Client Admin Center - Settings - Registrant Settings - Source Types

In this article:

About Source Types

Source Types are used to track how a prospect became a registrant in your project database. This is a mandatory field in Lasso and is cross-project, meaning the available options are the same for all projects.  Administrators can edit Lasso's default Source Types or create additional ones if needed. However, it is recommended to keep Source Types to a basic minimum, and use a "How did you hear about us?" question to gather more detail. Examples of a Source Type working in conjunction with a question would be a Source Type of Online Registration and further detail of Facebook Ad as an answer to "How did you hear about us?", or a Source Type of Walk In and a "How did you hear about us?" answer of Signage.

The default Source Types in Lasso are as follows:

  • Call In - used when a registrant makes initial contact via an incoming phone call.
  • Call Out - used when initial contact is made with a registrant via an outgoing phone call.
  • Online Registration - used as the default for all online registrations via the project website.
  • Outside Realtor Transfer - used when an Outside Realtor is transferred to the registrant database from within Lasso (applicable for users of Inventory Center only).
  • Walk In - used when a registrant makes initial contact by walking in to the project presentation center unsolicited.

If there are specific Source Types that you do not want sales reps to be able to select, the Source Types can be hidden from the list by disabling them in the Client Admin Center. The disabled Source Types will no longer be visible to sales reps when adding or editing a registrant's source but will be visible when generating custom lists.

To manage Source Types:

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

Registrant Settings

2 - Click on the Source Types tab.

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Add Source Type

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

Registrant Settings

2 - Click on the Source Types tab.

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3 - Click on Add Source Type.

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4 - A new line will appear. Enter the Source Type in the space provided. Double-click in the Description field to enter a description if desired.

You can enter your Source Types in two ways:

  • Click on Add Source Type multiple times to add as many fields as you need and then go back and enter your Source Types in the spaces provided; or
  • Click on Add Source Type, enter your Source Type in the space provided, and then click on Add Source Type again and repeat the process as many times as needed.

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5 - Click Save.

Update/Edit Source Type

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

Registrant Settings

2 - Click on the Source Types tab.

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3 - Double-click on the Source Type you want to change. If you want to change the:

  • Sales Center dropdown list – Under the Disabled bar, double-click in the line and select Yes or No from the dropdown. Selecting Yes means that it will not be visible in the Source Type dropdown when adding or editing a Registrant. Selecting No means that it will be displayed in the dropdown and Users will be able to select it.
  • Source Name – Under the Source bar, double-click in the line and change the Source Type Name.
  • Description – Under the Description bar, double-click in the line and change the Source Type Description.

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4 - Click Save.

Warning: Editing a Source Type will permanently change the information for all associated registrant details and reports. Any Source 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 Source Types, create new ones instead of editing existing types.

Hide Source Type

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

Registrant Settings

2 - Click on the Source Types tab.

regsettings-accesssourcetypes

3 - Under the Disabled bar, double-click in the line of the Source Type you wish to hide and select Yes from the dropdown. Selecting Yes means that it will not be visible in the Source Type dropdown in the Sales Center. Selecting No means that it will be displayed in the dropdown and sales reps will be able to select it.

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4 - Click Save.

Delete Source Type

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

Registrant Settings

2 - Click on the Source Types tab.

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3 - Click on the Source Type you want to delete.
4 - Click on Delete Source Type.

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

Warning: Deleting a Source Type will permanently remove the information from all associated registrant details and reports and leave N/A in its place. If you wish to keep any record of old Source Types, create new ones instead of deleting existing types.