This feature provides an option to sort and organize Lofty users, even if they belong to different Enterprise groups. This is available to all Lofty account types.
Adding the Agent Tag
To add an Agent Tag, navigate to an Agent's profile.
Click "+Add Agent Tag" to add the Agent Tag to the user's profile. Any Agent Tags that have been created will be available to select. If not, they can be created here. You may add multiple Tags to a user.
The full list of Agent Tags can be found by navigating to Settings -> Organization/Team -> Agent and clicking the Agent Tag tab. Here, Agent Tags may be added, edited, and deleted. You can also see how many agents have an Agent Tag applied to their profile.
To filter users by Agent Tag, navigate to Settings -> Organization/Team -> Agent to see the entire list of agents within your Lofty account. Select the Agent Tag filter to see agents with that tag applied.
Multiple Agent Tags may be selected to filter the agents by those that have "Any of", "All of", or "None of" the select Agent Tags.
Lead Routing by Agent Tag
Lead Pond with Agent Tag
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org>, by phone at 1 (855) 981-7557, or by a chat with us through your Lofty CRM.