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Sales Center - Associate/Sync Registrant with Another Project

Sales Center - Associate/Sync Registrant with Another Project

 In this article:

 About Associating/Syncing Registrant with Another Project

If you would like to add an existing registrant to another project in Lasso (for example, you have a registrant in an OSC project and would like to add them to a community project), you can associate them via the Project option on the Actions menu of the registrant profile.

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You will see two sections:

  • Associate to project – Select this option to associate the registrant to another project and assign a sales rep in that project. All basic information, notes, history, relationships, reserved and/or purchased inventory, and answers to questions that are common to both projects will be transferred over. In the Sales Details section, only the Source will transfer. Rating in the new project will be N. Realtor associations are not carried over.
  •  Select the Sync option to update registrant details in another project to which the registrant is already  associated. If the registrant is not  assigned to the project you are syncing with, using this option will  associate them to the project. However, there is no option to assign a sales rep. All basic information, notes, history, relationships, reserved and/or purchased inventory, and answers to questions that are common to both projects will be added/updated. In the Sales Details section, only the Source will transfer. Rating does not  carry over and will be N in the new project. Realtor associations are also not  carried over.

 

Associate Registrant to Another Project

1 - In the registrant profile, click Actions and select Project.

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- In the Associate to project window, click on the dropdown and select the appropriate Project.

Note: All projects that the registrant is already  assigned to will not  appear in the dropdown list.

- Check the boxes beside the sales rep(s) that you want to assign to the registrant in the other project.

- Click Associate to project.

Note: If you don’t need to assign a sales rep in the other project, you can alternatively select the project under Sync project data and then click Sync project data.

The projects that the registrant is associated to are in the Projects section of the registrant profile. Clicking on a project name will take you to the registrant profile in that project.

Sync Registrant’s Details between Two Projects

Important notes about syncing registrant details between two projects:

  • All basic information, notes, history, relationships, reserved and/or purchased inventory, and answers to questions that are common to both projects will be added/updated. (Questions must be assigned to both projects.)
  • In the Sales Details section, only the Source will transfer.
  • Rating does not  carry over.
  • Realtor associations do not  carry over.
  • If the registrant is not  assigned to the project you are syncing with, using this option will  associate them to the project. However, there is no option to assign a sales rep.

1 - In the registrant profile, click Actions and select Project.

Note: Be sure you are in the project profile that contains the most current information. If not, go to the Projects section of the profile and select the project that has the most current information for the registrant.

2 - In the Sync project data section, click the dropdown and select the appropriate project.

3 - Click Sync project data.

The projects that the registrant is associated to are in the Projects section of the registrant profile. Clicking on a project name will take you to the registrant profile in that project.