Please Note: This feature is currently being beta-tested. Contact our support team to try it out!
Introduction
This provides additional automation to lead communication, by detecting important information in the leads' communications, such as addresses, dates, or attachments. Based on this information, the following quick actions will be available:
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Email Attachments
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The attachment can be saved to the lead's profile directly or downloaded to the agent's device
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Dates in lead Texts, Emails, and Chat messages.
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The agent can click the date to schedule an appointment or create a task
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The appointment/task editor will detect and auto-populate the date and the lead's information
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Addresses in lead Texts, Emails, and Chat messages.
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Non-Seller LeadsThere are four(4) quick actions available:
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Send listing via text
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Find a similar house for sale to send via email or text
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Call listing agent
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Create a CMA report
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Seller LeadsThere are four(4) quick actions available:
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Search for the address on Google Maps
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Search for similar pending homes to send via email or text
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Create a CMA report
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Create a home report
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These actions are also available in the Chat panel, Email Editor, or Workspace
Email:
Chat Panel:
Workspace:
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@Lofty.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Lofty CRM.
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