The main purpose of any CRM is to provide organization above and beyond what can be done with a typical spreadsheet or contact list. In Lofty, this happens on the People Page and consists of Pipelines, Segments, Tags, and a variety of filters. This article will address the structure from the top level of the organization (pipeline) all the way down to the filters that are made available.
- Edit Permissions
- What is a Pipeline?
- Customizing Pipeline Stages
- Changing the Pipeline Stages for Leads
It is important to note that only the Team/Company Owner/Admin can edit the Pipeline and Segments by default.
All users can add Team/Private Tags and use the other filters. This means that the Pipeline/Segments are maintained at the team level and cannot vary by user within that team.
The "Team Filter" or "Company Filter" permission can also be given (see Permissions) to allow others access to edit the team pipeline and segments.
What is a Pipeline?
Though this will likely not be a new definition for anyone with sales experience, the pipeline is the top level of organization and indicates the actual stage of the buying or selling process that a lead/client is at as you work with them.
A lead will always start at the left with "New Leads" and end at the right with "Closed."
A lead can only be in one pipeline stage at a time. This is because that pipeline stage should reflect exactly where they are at in the buying/selling process.
Customizing Pipeline Stages
The stages between "New Leads" and "Closed" can vary depending on your specific sales process.
1. These can be adjusted in Lofty by clicking on the "gear" icon to the right of the pipeline:
2. Add a new Pipeline Stage
3. Drag and drop the stages to reorder, but keep in mind that "New Leads" will always be at the front, and "Closed" should always be the finish line for a lead.
4. You can also click the "Trash" icon to delete.
*Please keep in mind that Pipelines cannot be deleted if other agents have leads in that Pipeline.
Example Pipeline Stages
When you first activate your Lofty account, the system will already have some default pipeline stages built in. You will want to edit these to reflect your buying/selling process.
Some recommended pipeline names that you might consider adding to your CRM (from left to right):
- New Leads
- Attempting Contact
- Currently Showing
- Under Contract
- Bad Leads
- Do Not Contact
All Pipeline Stages can be deleted EXCEPT:
All Pipeline Stages can be re-arranged (by order) EXCEPT:
Changing the Pipeline Stages for Leads
*NOTE: Changing the pipeline stage for leads will affect the data on the "Funnel Analysis." Reference Business Summary (Reporting).
Pipeline stages can be changed either one at a time for individual leads or in mass by selecting them from the People Page. Here is where it is changed for one individual lead:
You can also change the pipeline stage for multiple leads at once by
(1) Check the box next to the leads on the People Page
(2) Select the option to "Change Pipeline."
(3) Select the pipeline stage where you would like to move all the selected leads. Note that this will only work for 200 leads at a time.
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 chat with us through your CRM.