We are beta testing a new UI for the People page. You may be included in the 30% of Lofty users who were randomly selected to test this new feature.
Navigate to the People Page by clicking People. A drop down menu will allow you to select a People view, which will show all of your leads, or a Segments view, which will allow you to see all of your Segments.
The People Page
You can easily navigate between All Leads, your own Leads, Leads in a Lead Pond, Partial Leads, and you can create a custom lead view.
Click + View to add a custom view. These views replicate the Saved Filters in the previous UI.
The Pipeline is still located at the top of the page. Click the Settings Cog Wheel (#1) to edit the pipeline. Click Filters (#2) to add a filter to the leads page. Click the Graph icon (#3) to edit the columns.
#1 - Lead Pipeline
For more information on organizing the lead pipeline, please see Lead Organization with Pipeline Stages
#2 - Filters
When adding Filters, you have two options - Apply or Save View. Apply will temporarily apply these filters. Save View will save this view to the top of the page for future use.
#3 - Column Organization
Here, you can customize the order and visible columns on the lead page.
The Segment Page
Select Segments from the drop down menu to see the Segments.
The segment actions are unchanged. The search bar has been moved to the center of the top of the page.
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.