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Sales Training Outline

Sales Training Outline

The objective of the Sales Training course is to introduce Lasso users to the Sales Center.

PRE-REQUISITE: Basic Lasso Setup completed
AUDIENCE: Sales Team: OSCs, Onsite Sales Agents, Sales Assistants, and Sales Managers
COURSE LENGTH: 60-75 minutes

The course will cover:

  • Sales Center Home Page overview
  • Adding and updating registrants
  • Managing registrant email communication
  • Logging registrant contact such as phone calls and visits
  • Creating and completing activities and appointments
  • Creating and managing custom lists
  • Accessing standard reports

Please click on the link below to download the PDF.