Client Admin
Training Outline
About Client Admin Center
Client Admin Center Reports
- About Aggregate Activity Summary
- About Aggregate Traffic Activity Report
- About Client Admin Center Reports
- About Report Settings
- About Aggregate Traffic Summary by Sales Rep
- About Report Scheduler
Project Data Shares Settings
Client Admin
- Users - Add Permission Preset (video)
- Users - Add User (video)
- Users - Delete a Permission Preset (video)
- Users - Delete User (video)
- Users - Disable Users (video)
- Users - Edit/Update a Permission Preset (video)
Project Settings
Lasso Implementation - Guides
Question Center
- About Question Center
- Add Question
- Add Question Folder
- Add/Update/Edit Answers
- Delete Answer
- Delete Question
Registrant List Settings
Registrant Settings - Activity Types
Registrant Settings - History Types
Registrant Settings - Name Titles
Registrant Settings - Rating Types
Registrant Settings - Relationship Types
Registrant Settings - Source Types
System - Custom Fields and Business Rules
- About Custom Fields and Business Rules
- Add Business Rule Set
- Create Custom Field
- Delete Business Rule Set
- Delete Custom Field
- Update/Edit Business Rule Set