Introduction

As a real estate agent, you have hundreds of contacts and these contacts are the most important part of your business. With Lofty’s Caller ID, you will know whether one of your Lofty contacts is calling you so you are prepared before you pick up the phone.

Here is what this will look like on your phone:

Download the App, Sign In

In order for this feature to work, make sure to download the Lofty CRM app in the Google Play Store (Android) or the Apple App Store (iPhone). After downloading the app, sign in with your Lofty login credentials.

*Please note that this feature will only work for your contacts whose phone numbers are attached to leads in your Lofty CRM database.

iOS Setup

1. Navigate to your iPhone settings
2. Select "Phone"
3. Select "Call Blocking & Identification"
4. Locate the "Lofty CRM" option and slide the switch to the "On" position.
5. Open your Lofty CRM app
6. At the bottom of the screen click the 3 dots option
7. Click on "Settings"
8. Click on the refresh icon to the right of the Update Contacts line and follow any steps that appear.

Android Setup

Google recently changed its requirements for this type of feature to work. This being the case, Lofty is actively working on gaining access to enable this feature again for Android devices. Until this is resolved, this feature will be unavailable on Android phones.

When this is enabled again, these will be the steps to follow:

By default, devices using Android have Caller ID set up through the Lofty CRM app. To see how to manually set up a Caller ID, simply follow these steps:

     1. Open your Lofty CRM app, at the bottom of the screen click More.

     2. Click on Settings.

     3. Click on the refresh icon to the right of the Update Contacts tab and follow the steps that appear.

FAQ

When calling from the dialer, when the number shows up on the recipient's phone on the caller ID the number is displayed, does the location where the number is based show up as well? 

Yes, it does show the location.

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 chat with us through your Lofty CRM.