Body text to append to an existing history item e.g. "Talked with Jane Doe and they are no longer interested...".

First Name of the person that created the history item.

Last Name of the person that created the history item.

The ID associated with the registrant on a project.

The ID associated with the history item of a registrant.

Subject of history item to update e.g. "Left a voice message".

Type of history item to update; Email, Phone, etc.

Body text of the history item to create e.g. "Talked with Jane Doe and they are no longer interested...".

Subject of history item to create e.g. "Left a voice message".

Type of history item to create; Email, Phone, etc.

The First Name of the person creating the note.

The Last Name of the person creating the note.

The note to be associated with a registrant.

Automatically merge with orginal to avoid duplicates. Supports question-answers, notes and history

Email address type one of Home, Work, Personal, Other

Phone number type one of Home, Mobile, Work, Other

Address of this registrant i.e. Work, Home, etc.

The contactPreference associated with the Person.

The company the person is associated with.

Use this field to record comments as notes in Lasso.

Source of registrant i.e. Online Registration, Call In, etc.

Select whether to send email notifications to the assigned sales rep. Note: Defaults to true/yes.

Select a sales sep Rotation. If not selected the default rotation will be used.

Provide the id of an email template to have an auto reply sent to the registrant.

Select a Question from the dropdown to be answered below.

Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).

Body text of the history item to update e.g. "Talked with Jane Doe and they are no longer interested...".

Email address type i.e. Work, Personal, etc.

Phone number type i.e. Work, Personal, etc.

Source of registrant i.e. Online Registration, Call In, etc. This field will NOT be updated on matched registrants

Secondary Source of registrant. This field will NOT be updated on matched registrants

Select whether to send email notifications to the assigned sales rep. Note: Defaults to true/yes, applicable only to registrant creation.

LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the marketing process.

LassoCRM

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