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Sales Center - Manage Registrant Contact History

Sales Center - Manage Registrant Contact History

If you prefer to watch a video about Registrant Contact History, click play below:

 

In this article:

About Managing Contact History with Registrants

Lasso provides a quick and easy method of tracking communication with registrants. This functionality is called History because it is a history of the type of contact that has been made with a registrant, such as phone calls, appointments, visits, or emails. History is displayed in the History section of the registrant profile. When adding history, use the Copy to Notes function to add the history details to the Notes section as well as the History section.

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Each history item displays the history subject, history date, and history type. You may notice initials beside the history date of an item. If the history was recorded by another sales rep (i.e. other than the logged-in user), that sales rep's initials will be displayed beside a person icon. If the history was recorded in another project (i.e. other than the logged-in project), that project's initials will be displayed beside a globe icon.

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At the top of the History section are some helpful features:

  • If more than five history items have been recorded for the registrant, the total number of history items is displayed at the top.
  • The search icon allows you to filter items by subject. Simply click the magnifying glass and, in the field that appears, begin to type the subject of the history you want to find.
  • The settings icon allows you to set the display to filter by only those history type(s) that you want to see. Click the gear icon and check the boxes beside the desired history type(s).

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Filter by subject

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Filter by history type

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 Note: Internal communication between sales reps is removed to avoid recording sensitive information. Lasso will check to see if the domain name of the sender and the recipient is the same. If it's a match, the history will be removed and will display the message "Removed due to internal communication."

Add Contact History to Registrant Profile

If you prefer to watch the instructional video, click PLAY below:

1 - On the registrant profile, click History.

2 - Select the Type of history in the dropdown.

3 - Enter a Subject for the history item.

4 - The Date will default to the current day and time. Adjust if needed.

5 - Enter details in the Comments space.

6 - If you would like to add history item to the Notes section of the registrant profile, check the box beside Copy to Notes.

Note: By using the Copy to Notes function, you can quickly see what's gone on with the registrant by viewing the items in the Notes section versus having to click through History items.

The item will be listed in the History section of the registrant profile and, if you selected Copy to Notes, it will also show as a note in the Notes section.

 Note: History cannot be deleted.

Update/Edit History on Registrant Profile

1 - On the registrant profile, in the History section, click on the history item you would like to update.

2 - Click on Edit history.

3 - Edit the details as needed. Type, Subject, Date, and Comments can all be updated.

4 - Click Update history.

The history item will be updated on the registrant profile.

Note: History cannot be deleted.