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Online CRM Training through Lasso UniversityThe next series of LassoU training courses will be offered from April 30 to May 29, 2014. These sessions are ideal for existing users who may need a refresher, and those new to an organization.

The 45-minute, live webinars will cover sales and marketing functionality, as well as advanced Sales Representative and Sales Manager training. Information on individual sessions and registration links are below. Register for as many as you’d like by clicking on the date!

Sales Representative Training

This course introduces New Lasso Users to the Sales Center. Participants will gain an understanding of Sales Center Home Page elements like Registrant profiles, daily Registrant communication, Registrant activities, Custom Lists, and various standard reports.

Wed, April 30 @ 10 a.m. PDT/1 p.m. EDT

Wed, May 14 @ 10 a.m. PDT/1 p.m. EDT

Wed, May 28 @ 10 a.m. PDT/1 p.m. EDT

Sales Representative Advanced Training

Experienced Lasso Users will learn Sales Center Advanced elements such as managing Registrant duplicates, performing advanced queries and searches, personalizing and exporting reports, changing and creating mail settings, and managing address book contacts.

Wed, May 7 @ 10 a.m. PDT/1 p.m. EDT

Wed, May 21 @ 10 a.m. PDT/1 p.m. EDT

Sales Manager Training

Sales Managers will gain a better understanding of how the Sales Center is used for managing Sales Representatives and the Project database. Includes Sales Center Home Page elements, Sales Representative Lists, Registrants Profile, database analysis, reporting and project analytics.

Thurs, May 1 @ 10 a.m. PDT/1 p.m. EDT

Marketing Training

This course introduces Lasso Users to Marketing functionality within Lasso CRM. Upon completion, participants will have an understanding of how to send Mass Mail, interpret Mass Mail Reporting, create Email Templates and Self-Serve Registrant Updates (SSRU), create Campaigns and manage Media Spend.

Thurs, May 15 @ 10 a.m. PDT/1 p.m. EDT

Thurs, May 29 @ 10 a.m. PDT/1 p.m. EDT

For additional training resources, visit or contact Lasso’s Education Specialist, Cydney Troope, at 604.214.8567 or

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