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Track Purchasers in the Sales Center

Track Purchasers in the Sales Center

For more information on Lasso's Purchaser Tracking functionality, please refer to About Purchaser Tracking in Sales Center.

If you prefer to watch how to Track Purchasers in the Sales Center, click play below:

 

1 – In the registrant profile, click Actions and select Purchaser.

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2 – Click the Inventory No field dropdown arrow.

If the Inventory No has already been added, it will appear in the list. Select it and skip to Step 3. If the Inventory No does not appear in the list, follow the instructions below to add it in. 

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If the inventory does not appear in the list, click the + button.

Enter the Inventory Number and Unique ID in the fields provided, and click Create. The inventory will be added to the list. trackpt3.jpg

3 – Select the inventory, if you haven't done so already, and click Save.

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Once you’ve assigned the inventory to the registrant, you will see their name appear under Purchasers/Co-Buyers.

trackpt5.jpgNote: If the inventory you select has been already assigned, the name(s) of the assigned purchaser(s) will be listed under Purchasers / Co-Buyers. You will still be able to assign the inventory to the registrant. They will be added to the Purchasers / Co-Buyers list.

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4 – If there is no price in the Sale Price field, enter a price for the inventory.

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5 – Click the Status dropdown arrow and select the appropriate status for the inventory. Please refer to Purchaser Tracking Term Definitions for the Lasso definition of each Status.

 ptstatus.jpg6 – Click the Plan dropdown arrow and select the appropriate plan.

Note: If there is Plan Price associated to the Plan, the Plan Price will be added to the Sale Price. For example, if the Sale Price is $500,000 and the Plan Price is $10,000, the final Purchase Price will be $510,000.

If the Plan has already been added, it will appear in the list. Select it and skip to Step 7. If the Plan does not appear in the list, follow the instructions below to add it in.

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If the plan does not appear in the list, click the + button.

Enter the Plan and Plan Price (optional) in the fields provided, and click Createptplan2.jpg

7 – Select the Plan, if you haven't done so already, and click Save.

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8 – Check the box(es) beside the Selling Agent(s) you want to assign to the sale.

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8 – Enter Additional Dates as needed. Please refer to Purchaser Tracking Term Definitions for the definition of each Date.

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9 – If you are satisfied with your entries, click Save. If you would like to add a Co-Buyer, go to the next step.

trackpt13.jpg10 – Click Add Co-Buyer.

trackpt14.jpg11 – Start entering the first few letters of the co-buyer’s first or last name. Select the appropriate name from the list that appears. 

Note: The co-buyer’s primary assigned sales rep will appear underneath their name in the list.trackpt15.jpg

12 – Click Addtrackpt16.jpg

13 – Select a Purchaser Reason and/or Purchaser Type if desired. These are optional fields.

14 – Click Save.

trackpt17.jpgThe Purchaser Status will automatically appear as $ Purchaser on each assigned registrant’s profile.

The assigned Inventory Number and Unique ID, along with Purchase Price, Contract Date, and Inventory Status, will be displayed in the Inventory section of each assigned registrant’s profile.

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