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Sales Center - Home Page Permissions

Sales Center - Home Page Permissions

The panels that you see on the Sales Center Home Page will depend on the permissions you have been given by your Lasso Administrator. Within the Sales Role, there are Home Page permissions that allow the user to see activities and registrant lists for all sales reps as opposed to only their own activities and lists. These permissions, which would generally be given to a sales manager, are as follows:

 Activities By Sales Rep List

If you have this permission, you will see the list of sales reps with the number of activities to be completed by each. Clicking on a sales rep’s number of activities will show you that sales rep’s list of activities. Clicking on number for a specific activity for a sales rep will show you the list of registrants for whom the activity needs to be completed.

If you don’t have this permission, you will see only your list of activities to be completed. Clicking on number for a specific activity will show you the list of registrants for whom the activity needs to be completed.

Sales Reps List

If you have this permission, you will see the list of sales reps with their numbers of assigned registrants and purchasers.Clicking on a sales rep's name will bring up the list of their assigned registrants on which you can perform actions such as adding activities or assigning to other projects.

If you don’t have this permission, you will not see the sales rep list.