LASSO

For managers

See the week without calling around for it.

A team view, a weekly scoreboard, territories with their own stats, and live positions for reps who choose to share. Built so a sales manager can coach from facts.

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RJMTDK Team Live, 11:42 am2 reps sharing, 1 paused
  • RJRay Jenkins9 doors, 4 talks2 min ago, 38.2 mi
  • MTMarcus Till6 doors, 2 talks6 min ago, 21.6 mi
  • DKDee KaplanPaused until 1 pmNothing recorded
Sample team. Reps opt in and pick their hours. Names and streets are made up.
  • From $89 a month per selling repOne non-selling manager free per five reps
  • Any phone or computerRuns in the browser, installs to the home screen
  • Your own LASSO addressYour brand, your words, your dropdowns
  • Set up by our teamUsers, roles and your company setup

The team view: the whole company on one screen.

At the top, company tiles: open pipeline, won this year, activity this week, new leads in the last 30 days, and overdue follow-ups. Then the Live card, the weekly scoreboard and your territories.

Below that, a row for every rep: last time on, accounts, pipeline, won, this week's activity, visits and calls in 30 days, leads and cards in 30 days, customers gone quiet, and follow-ups overdue. Then the biggest open deals and recent activity.

  • Open any rep's Activity tab: calls, emails, stops, cards scanned and new accounts by day, week or month
  • Spot the rep with overdue follow-ups before the customer does
  • Only managers see the team view
Team This week
SR
Sam R.14 visits, 22 calls, 3 leads kept, 2 overdue
On today
AP
Alex P.9 visits, 31 calls, 5 leads kept, 0 overdue
On today
JT
Jordan T.3 visits, 6 calls, 4 customers gone quiet
2 days ago

Sample data

Team Live and day trails, for reps who share.

Team Live shows each sharing rep's last position, how many minutes ago, miles today, stops done and stops arrived at. Reps who are not sharing are listed by name under "Not sharing", with nothing else.

A day trail shows one rep's path for a day, the miles, the first and last point, and the day's stops with Arrived, Done and the door outcome. Earlier days are there for 90 days.

  • Arrived marks: when a shared position, accurate to 100 meters or better, lands within 150 meters of a planned stop, the stop shows Arrived with the time. It never marks the stop done; the rep does that.
  • Mileage estimate: straight-line miles between points, with jumps faster than 100 mph thrown out. It shows in Activity, the scoreboard and the Live card. It is not road miles and not an expense report.
RJMTDK Team Live, 11:42 am2 reps sharing, 1 paused
  • RJRay Jenkins9 doors, 4 talks2 min ago, 38.2 mi
  • MTMarcus Till6 doors, 2 talks6 min ago, 21.6 mi
  • DKDee KaplanPaused until 1 pmNothing recorded
Sample team. Reps opt in and pick their hours. Names and streets are made up.

The location rules

Your reps decide. Here is the deal, in plain words.

These rules are built into LASSO. A manager cannot switch sharing on for a rep.

Location sharing is off until a rep turns it on. The rep picks the hours. Nothing is recorded while it is off or outside those hours. Managers see positions only for reps who share, and points are deleted after 90 days.

Off by default

Each rep turns on "Share my location during the workday" in Settings and picks their own hours. A banner shows the whole time it is on, with a Turn off button.

Nothing outside the hours

While sharing is off or outside the rep's hours, the phone does not send a position, and LASSO throws away anything that arrives anyway.

Who sees it

Managers see positions and trails only for reps who share, and only while it is on. When a rep turns sharing off, their trails disappear from the manager's view. WebPro360 staff who run the service can also see them.

Kept 90 days

Points are deleted after 90 days. Points from a rep who turned sharing off stay stored until their 90 days are up, hidden from managers.

Only while the app is open

In the browser, LASSO records only while the app is open on the phone. Recording with the screen off comes with the Android and iPhone apps, which are In testing.

Position on request

Near me now and "where I am" in the lead finder use the phone's position when the rep asks. That position is not sent to LASSO unless the rep shares or asks for nearby results.

A weekly scoreboard, per rep.

This week or last week, side by side: doors, calls, found leads kept, deals created, deals won, won amount and estimated miles, with a company row at the bottom.

It counts what reps actually logged, from door taps, calls, voice notes and the lead finder, so nobody fills in a report on Friday.

RepDoorsCallsKeptDealsWonMiles
Sam R.422232$18,40061
Alex P.273153$6,20048
Jordan T.11601$0Not sharing
Company805986$24,600109

Sample data

Ground rules

Territories and shared leads, so reps know whose door it is.

Territories drawn and assigned

Draw a shape on the map, name it, give it one of six colors and assign it to a rep. Edit the shape, rename, reassign or archive it later. If you allow it, reps can draw their own.

  • Stats per territory: doors knocked in 30 days, talked rate, leads made, open leads, accounts, last knocked
  • Pins and leads inside a rep's territory say whose ground it is
  • The lead finder warns a rep whose search center sits in a teammate's territory

Shared leads with claims

For teams that work one shared lead pool, we turn on claims when we set up your company. A business a teammate already has shows as theirs, and trying to keep it again shows the claim.

  • An open lead that is 7 or more days old and has never been worked can be taken over by another rep
  • A closed lead can be reopened
  • Every lead closes with a reason, so you can see why leads were dropped

Beyond the team view

What is working, and where the data goes next.

What is working

Over the last 30 days, 90 days or a year: which searches and which scoring reasons led to kept leads, new accounts and won deals, with one plain sentence on top. It does not change the scoring by itself.

Webhooks for your other tools

Managers add web addresses in Settings and pick the events: lead created, deal won, stop done, meeting booked and more. Each delivery is signed and retried. See integrations.

Users and roles, handled

There are two roles, rep and manager. Our team adds people, turns logins off and sets roles when you ask, so nobody on your side has to administer software.

Questions

What managers ask.

Can I turn on location tracking for my reps?

No. Each rep turns sharing on for themselves and picks the hours. You see positions only for reps who share, and only while it is on.

Can I use the mileage for reimbursement?

We would not. Mileage is an estimate from straight lines between GPS points, only for the hours a rep shares. It is not road miles and not an expense report.

Does Arrived mean the rep did the visit?

It means a shared position landed within 150 meters of a planned stop. The stop is only marked done when the rep taps an outcome or Done.

Can I set goals or run a leaderboard?

Not yet. The weekly scoreboard shows doors, calls, kept leads, deals and won amount per rep. Goals and leaderboards are on the roadmap.

Can I add or remove users myself?

Our team handles users and roles. Tell us who to add, turn off or make a manager, and we set it up.

Do reps see each other's canvassing pins?

Yes. The whole company sees the company's pins, so the team can see which doors were already knocked. A rep can edit only their own pins; managers can edit any.

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See it with your area and your buildings.

Tell us where you sell and what you sell, and the walk-through uses buildings near you instead of a canned list. A person replies. No card, no contract to see it.

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Rather talk? Call (800) 360-9882Already a customer? Sign in

  • Buildings near you, scoredWith the reasons, measured or a sign
  • A day on the stop listBusiness hours, door outcomes, voice notes
  • What your managers seeTeam Live, day trails, the weekly scoreboard
  • Pricing for your teamPer selling rep, from $89 a month

Sign in

Every company has its own LASSO address. Tell us which one you are with and we will take you there.

Request a demo

Tell us where you sell.

The walk-through uses real buildings near you, so a few details help.

Your trade
How many reps

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