We like to make things faster and easier for our users, so we’ve made a few changes to the appointment management functionality and added a new appointment report in Lasso. These additions will be particularly helpful for sales teams or online sales counselors (OSCs) booking appointments across different projects and communities.
On September 7th, you will be able to create an appointment in any project and assign it to any sales rep. If the registrant isn’t already assigned to a sales rep, you can do it when you create the appointment.
In addition, reports will show assigned sales rep, booking agent, as well as status of the appointment. For the OSCs who gave feedback during the beta stage, liked how easy it was to see all of the appointments (regardless of project) in one report.
Below is a short video that walks you through the new (and easier) way of creating an appointment and a preview of the new cross-project appointment report.
Questions about the new appointment functionality? Contact firstname.lastname@example.org