FAQs - Lasso Landing Page
The Lasso Landing Page provides you with access to your Lasso Centers, including the Mail and Help Centers. The list of centers that you see depends on your user roles. Each project you have access to will be listed under the category headings of Sales Center, Inventory Center, and Project Admin. For example, if you have a sales, project admin, and inventory role on a project, you will see the project listed under each center. If you have only a sales role on a project, you will see that project listed under the Sales Center category only. To log into a specific project, click on the project name under the appropriate center. If you are a Client Administrator, you will also see the Client Admin Center in the list as well. The panel to the right of your project list is reserved for your company news.
1 – Access Mail Center – Access Lasso’s Mail Center where you can send and receive email messages as well as manage contacts.
2 – Search for roles or registrants across projects – Search for specific roles or registrants across all projects, and click through to the project center or registrant profile.
3 – Access Help Center – Access the Help Center that contains instructional videos and articles on how to use Lasso.
4 – Set user preferences – Change your password, set your default email address, and adjust settings related to Sale Center Home Page views, activity alerts, and registrant searches.
5 – Access Reporting Dashboard – Access the dashboard where you can configure various reports based on traffic, activities, appointments, etc.
6 – Access Centers - Access the various Lasso centers, including Sales, Project Admin, Inventory, and Client Admin (the list will depend on your roles and associated projects in Lasso).
7 – Set activity timeframe – Set the timeframe for displaying the number of open activities for your assigned registrants.
8 – Number of open activities – Quickly see the number of Open Activities for your assigned registrants beside each Sales Center, based on the selected timeframe.
9 - Company News – Read the News posted by your Lasso Administrator.
10 - Click to log into Center – Click on a project name in the Sales, Inventory or Project Admin Center list to log into that project, or click on your client name to log into the Client Admin Center (the list will depend on your roles and associated projects in Lasso).
11 - Add Domain Name and Values – Add your domain name along with the TXT names and values so that your domain can be authenticated.
12 - Add API Integration Tokens – Generate API tokens to set up Lasso integrations with various applications such as MarkSystems and LotVue.
13 - Access Resource Center – Get the latest information on new functionality in Lasso, and access various quick guides and instructional articles.