Lasso CRM by Maxmel Tech

lasso crm helps real estate and home builder teams manage leads, sales, and customer relationships efficiently integrating with make com enables powerful automation of lead capture, appointment scheduling, inventory management, and data updates, streamlining real estate workflows limited documentation we currently can't provide complete documentation for lasso crm because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from lasso crm and public sources to create detailed guides about lasso crm lasso crm is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=lasso%20crm\&app slug=lasso crm community\&app unique id=lasso crm 8bjcrj app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/lasso%20crm community/ click the install button follow the on screen instructions to complete the setup lasso crm modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} add a phone adds a phone number to an existing registrant’s profile add an address adds a new address to an existing registrant's profile add an email adds an email address to a specific registrant’s profile create question answers submits your responses to specific questions, allowing you to easily provide answers within your workflow create a history entry adds a new entry to a registrant's history, helping you keep track of their activities or updates create a note adds a note to a specific event registrant, helping you keep track of important details or comments create a plan type creates a new type of plan for your account create a pricing revision creates a new pricing update or revision in your system, allowing you to adjust and manage pricing changes easily create a registrant adds a new participant to your registration list create a relationship creates a new relationship between a registrant and another entity, such as an event or organization create an appointment creates a new appointment in your calendar create an inventory adds a new inventory item to your system, helping you keep track of your stock delete a note removes a specific note from a registrant’s record delete a phone removes a phone number from a registrant’s profile delete a relationship removes a specific registrant relationship from your system delete an address removes a specific registrant address from your records delete an appointment removes a selected appointment from your schedule delete an email removes a registrant’s email address from the system, ensuring their information is no longer stored delete an inventory removes a specific inventory entry from your system, helping you keep your records up to date get assigned sales reps fetches the list of sales representatives assigned to your account get contact information fetches detailed contact information for a specific registrant get inventory dates fetches the dates when inventory records were updated or added in the system get inventory plans fetches detailed inventory plans, allowing you to view and manage scheduled stock activities get inventory pricing fetches the current prices for items in your inventory get inventory purchasers fetches a list of people or companies who have purchased items from your inventory get opted status checks whether a specific email address has opted in or out of receiving emails get project settings fetches detailed information about your project’s settings get a history entry fetches a specific entry from your history records get a plan type fetches detailed information about a specific plan type from the service get a registrant fetches detailed information about a registrant, including additional data beyond basic details get an appointment fetches detailed information about a specific appointment get an inventory fetches detailed information about a specific inventory item list appointments fetches a list of appointments scheduled by registrants list inventories fetches a complete list of all your inventories list plan types fetches a complete list of all available inventory plan types list pricing revisions fetches updated pricing changes for your inventory items list project appointments fetches all appointments scheduled within a project list registrants fetches a list of people who have registered for a specific project make an api call sends a personalized api request to the endpoint you choose, allowing you to interact directly with the service's features reset an inventory resets your inventory items and removes any related data linked to them search inventories finds inventory items by searching with a specific strata lot and inventory number search registrants finds event registrants based on various search criteria you specify send an appointment email sends a confirmation email to let someone know their appointment has been scheduled sync inventory keeps your inventory information up to date by automatically syncing data between different systems or apps track website activity monitors and records the actions that registrants take on your website update assigned sales reps updates the sales representatives assigned to a particular account or client, making it easy to keep your team assignments up to date update contact information updates the contact details for all event registrants update inventory dates updates the inventory dates for selected items in your chosen system update inventory pricing updates the pricing details for items in your inventory update inventory purchasers updates the details of inventory purchasers, ensuring your records stay current and accurate update source type updates the type of source associated with a specific registrant update a follow up process updates the follow up steps for a selected event registrant, helping you manage communication and tasks after someone signs up update a history entry updates an existing history entry in the service with the details you provide update a phone updates the phone number for an existing registrant update a plan type updates the subscription plan for a particular user or account update a question answer updates an existing question's answer with new or revised information update a rating updates the rating for a specific registrant update a registrant updates the details of an existing registrant in your system update a relationship updates the details of an existing registrant relationship update a secondary source updates the secondary source type information for a specific registrant update an address updates the address information for a specific registrant update an appointment updates an existing appointment in your system with the new information you provide update an email updates the email address of a specific registrant in the system update an email opted status updates whether a specific email address is opted in or out of receiving emails update an inventory updates the inventory information for a specific product or item, such as quantity or stock status update an inventory plan updates the details of existing inventory plans watch events monitor and receive notifications for new events as they happen templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} lasso crm resources you can have access to more resources related to this app on the following links https //lassocrm com https //startintegrate com/apps/crm sales/lasso crm 8bjcrj https //www make com/en/hq/app invitation/71f919893cb750ef4bf6118c1eb4ab7a https //www make com/en/integrations/lasso crm community help us improve this documentation have experience with lasso crm? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=lasso%20crm\&app slug=lasso crm community\&app unique id=lasso crm 8bjcrj sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone