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Project Admin Center - Project Setup - Sales Reps - Manage Sales Rep Rotation

Project Admin Center - Project Setup - Sales Reps - Manage Sales Rep Rotation

In this article:

About Managing Sales Rep Details and Sales Rep Rotation

The Sales Rep Rotation tab accessed via the Sales Reps menu item under Project Setup in the Project Admin Center provides a Project Administrator with the ability to automatically assign sales reps to prospects who sign up online. As soon as a prospect submits an online form (registration page), a sales rep that is In Rotation will be assigned the new registrant and will receive an email with signup details. More than one sales rep can be placed in rotation with online registrants being assigned in an alternating manner. There should always be at least one sales rep in rotation so that new online registrants are immediately assigned to a rep. If there are no reps in rotation, these registrants will not be automatically assigned to a sales rep in the Sales Center.

Sales Rep Rotation and Multiple Online Forms

There are two ways to set up sales rep rotation:

  • a single online form (registration page) for a single project
  • multiple online forms (registration pages) for a single project

When there are online forms (registration pages), a page identifier (set up in Lasso) must be added to the code on each page to ensure rotation is applied. If this identifier is missing or incorrect, sales reps in rotation will not be notified and registrants will not be assigned to a sales rep in the Sales Center.

Setup in Lasso allows for both single registration page and multiple page rotations to be applied simultaneously. Setting up both should be standard practice when there are multiple pages as the single page rotation setup then acts as a default if there is an error with a page identifier.

To manage Sales Rep Rotation:

In the Project Admin Center, click on Project Setup and select Sales Reps.

Sales RepsClick on the Sales Rep Rotation tab to manage assignment of sales reps for new online registrations.

Sales Reps

Assign Sales Rep Rotation

1 – In the Project Admin Center, click Project Setup and select Sales Reps.

2 – Click on the Sales Rep Rotation tab.

Sales Reps

3 – On the Sales Rep Rotation page, there are two sections for setting up Sales Rep rotation:

  • Default Project Rotation – Use when there is only one registration page for your project and as a default when there are multiple registration pages.
  • Registration Page Rotations – Use when there are multiple registration pages for your project in conjunction with the Default Project Rotation.

Note: When there are multiple registration pages, a page identifier must be added to the code on each page to ensure rotation is applied. If this identifier is missing or incorrect, Sales Reps in rotation will not be notified and registrations will go to the Unassigned Registrants list, as they would if no rotation was in place. Setting up both Default Project Rotation and Registration Page Rotations should be standard practice when there are multiple pages as the single page rotation setup then acts as a default if there is an error with a page identifier.

For a single registration page:

  • Under Default Project Rotation, check the box(es) besides the name(s) of the Sales Rep(s) that you would like to be In Rotation.
  • If you would like a copy of the new registrant email notification to go to someone besides the assigned Sales Rep(s), type in the email address(es) in the space provided beside CC Registration Notification Messages To:. Separate multiple email addresses with a semicolon (;) or add them on different lines.

Sales Reps

For multiple registration pages (do in conjunction with Default Project Rotation):

  • Click on the green plus under Registration Page Rotations. You will see new fields called Page and Identifier fields above a list of Sales Reps.
  • In the Page field, enter a name for the registration page. For example, you could enter “Corporate” if the page is on the corporate website as opposed to a specific project website, or “New Home Source” if the page is on www.NewHomeSource.com.
  • In the Identifier field, enter a name to identify the registration page for coding purposes. This Identifier must be coded into the registration page.
  • Check the box(es) besides the name(s) of the Sales Rep(s) that you would like to be In Rotation.
  • If you would like a copy of the new registrant email notification to go to someone besides the assigned Sales Rep(s), type in the email address(es) in the space provided beside CC Registration Notification Messages To:. Separate multiple email addresses with a semicolon (;) or add them on different lines.

Sales Reps

4 – Click Save.

Update/Edit Sales Rep Rotation

1 – In the Project Admin Center, click Project Setup and select Sales Reps.

2  Click on the Sales Rep Rotation tab.

Sales Reps

3 – If you are switching from one registration page to multiple registration pages:

  • Click on the green plus under Registration Page Rotations. You will see new fields called Page and Identifier fields above a list of Sales Reps.
  • In the Page field, enter a name for the registration page. For example, you could enter “Corporate” if the page is on the corporate website as opposed to a specific project website, or “New Home Source” if the page is on www.NewHomeSource.com.
  • In the Identifier field, enter a name to identify the registration page for coding purposes. This Identifier must be coded into the registration page.
  • Check the box(es) besides the name(s) of the Sales Rep(s) that you would like to be In Rotation.
  • If you would like a copy of the new registrant email notification to go to someone besides the assigned Sales Rep(s), type in the email address(es) in the space provided beside CC Registration Notification Messages To:. Separate multiple email addresses with a semicolon (;) or add them on different lines.

Sales Reps

4 – If you would like to add, edit, or delete email addresses of those who receive a copy of the email notification of a new registration, make these changes in the space provided beside CC Registration Notification Messages To:. Separate multiple email addresses with a semicolon (;) or add them on different lines.

Sales Reps

5 – Make any changes to the Sales Reps that are In Rotation by checking or unchecking the boxes beside their names.

Sales Reps

6 - Click Save.

Delete Sales Rep Rotation from Registration Page

If you have multiple registration pages, there may be a need to remove one or more from sales rep rotation but note that there should always be at least one sales rep in rotation on each active registration page. Otherwise, new online registrants will not be assigned to a sales rep in the Sales Center.

1 In the Project Admin Center, click Project Setup and select Sales Reps.

2 Click on the Sales Rep Rotation tab.

Sales Reps

3 – Find the registration page that you want to remove and click Delete.

Sales Reps

4 – Click Save.