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Client Admin Center - Settings - Registrant Settings - Rating Types

Client Admin Center - Settings - Registrant Settings - Rating Types

In this article:

About Rating Types

Registrant Ratings are typically used to classify registrants based on their interest level and pre-qualification. As sales reps take registrants through the sales qualifying process, Ratings are assigned which define a registrant’s buying potential. This field is also generally used to identify types of registrants, such as realtor or purchaser. Categorizing registrants with predefined criteria allows Lasso users to manage their communications and sales activities more effectively.

Lasso provides a list of default Rating Types including A, B, C, N, Purchaser, and Realtor. Administrators can edit the defaults or create additional Rating Types if needed. Rating Types are accessible on all projects and users will select from the list when assigning a rating to a registrant.

The default Ratings Types in Lasso are as follows:

  • A
  • B
  • C
  • D
  • N - default rating for all New Online Registrants
  • Not Interested
  • Not Qualified
  • Purchaser
  • Realtor

To manage Rating Types:

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

2 - Click on the Rating Types tab.

regsettings-accessratingtypes

Add Rating Type

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

2 - Click on the Rating Types tab.

regsettings-accessratingtypes

3 - Click on Add Rating Type.

regsettings-addratingtype

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

You can enter Rating Types in two ways:

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

regsettings-addratingtype2

5 - Click Save.

Update/Edit Rating Type

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

2 - Click on the Rating Types tab.

regsettings-accessratingtypes

3 - Double-click on the Rating Type and edit as desired.

regsettings-editratingtype

4 - Click Save.

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

Delete Rating Type

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

2 - Click on the Rating Types tab.

regsettings-accessratingtypes

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

regsettings-deleteratingtype

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

Warning: Deleting a Rating 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 Rating Types, create new ones instead of deleting existing types.