Introduction

Every real estate team experiences changes in agents, structure, etc. Lofty allows for you to quickly add, edit, remove, or export members of your team to keep the roster clean and accurate, and to easily reassign leads as necessary. This article explains how to add or remove an agent from your Lofty account.

 

Summary

• Add Team Members
  • Steps to Add Team Members
  • Paying for Additional Seats
• Export Team Members
  • Team and Enterprise
  • Multi-Team
• Remove Team Members
  • Deleted User Lead Activities
  • Remove Unused Seats
• User Activity Log

• Display Only Agents

• Adding Agents as Leads

 

Adding Your Team/Agents

Steps to Add Team Members

If you are the team owner or admin, you can add or remove team members/agents to your Lofty account up to the seat limit purchased. To do so, follow these steps:

Choose the option to manually add a new agent.

1. Click on Settings
2. Under Team, select Agent
3. Click on the + Add A Member button
4. Fill in the fields and click Save to have an invite sent to your team member. Remember that permissions can be adjusted after the new user's account is active.
5. The new user will receive a welcome email like the one below and will have to select Join Team to activate their Lofty account as a member of your team. Once the new user clicks the link to ACCEPT it will redirect to a page to "Set A Password".

 

 

Paying for Additional Seats

All packages bought with Lofty have a seat limit that was agreed upon at purchase. If you would like to add additional seats to your account bill, you can do so directly through the CRM unless your account type is not supported.

*IMPORTANT:

• These steps can only be followed by the Team Owner.
• The prorated seat cost will be billed immediately, with the full seat cost added to the bill starting the next pay period.
• This feature is only available for certain packages. If you do not see the option, please contact our Support Team at support@lofty.com or call 1 (855) 981-7557 to have seats added.

1. If you have reached the seat limit of your current plan. You can add an additional seat to your subscription by filling up the form and clicking the "I agree. . ." checkbox below the pop-up window.

2. If you would like to add a specific amount of new seats before hitting your limit, you can click on the "Purchase More Seats" button directly from the agent list:

If there is no card on file, you will be asked to provide payment information by clicking a secure link: 

Once a card is on file, you will be provided with the steps to add seats to your order:

  

Export Team Members

Team Owners or Admins have the ability to export their agent list, similar to a lead export. 

Team and Enterprise

Permissions Required:

• Team: Manage User
• Enterprise: User Management - Entire Company/User's Group

To export the agent list on a Team or Enterprise account, navigate to Settings → Agents. Next, check the boxes next to the agents you want to export. Click the box at the top to select all agents.

After checking the box, the side panel will offer the option to export the agent list.

Before processing, a disclaimer will let the user know what information will be exported, and that they should be careful with their users' personal information. After they agree, the export file will be sent to the user's email address on file, similar to a lead export request.

Multi-Team

Permissions Required: Owner and Admin

To access this feature on a Multi-Team account, first log in to the Multi-Team backend/Team Management page. Next, click Export Users to export the agent list. The process is the same as the Team and Enterprise experience.

Remove Team Members

Team Owners or Admins also have the ability to remove members from your account. Here are the steps to do so:

Click on Settings > Company User Settings > User> Action (...) > Delete for the user that you would like to remove. 

Choose whether you would like to delete the leads assigned to that user or reassign them to another member of your team. You can also select whether you want to add the leads to a specific segment so that they are easier to locate (be sure to have the segment added on the People page first). 

The user will then be deleted. You can then use that available seat to add a new user if desired. 

Note: Deleting a user can lead to data loss. Recovering this data may come with a fee set by our development team.

 

Deleted User Lead Activities

When a user is deleted from a team but their leads remain on the team (to be reassigned, etc.), the history of the leads will remain with the deleted agent's name on the timeline of the lead profile page. The only exception to this is when an agent disconnects their Gmail account and chooses to remove all email activity (this is a Google requirement). 

 

Remove Unused Seats

When a user is deleted from the CRM, their seat is not automatically deleted. The account owner can either fill that seat with a new user, leave it empty, or delete the seat. To remove unneeded seats, navigate to Avatar Menu → Billing Center and select Subscriptions. Click Manage next to the add-on you want to update. At this time, we only support managing the number of seats.

If there are unused seats available to remove, the number of unoccupied seats will be provided, and you may select the number of seats you want to remove. Occupied seats cannot be removed. 

 

User Activity Log

Users with the "Manage Team" permission (see Team Permissions) can view the "Last Active" activity of team users under Settings > Team > Agent > Agent List. In this context, "Last Active" means the user's last operation time on Lofty when they opened a page or clicked a button in the CRM or mobile app. 

 

Display Only Agents

If you have team members who are not utilizing the CRM, they can be added as a Display Only Agent. They will appear in your company hierarchy and be visible on the website, but they have no access to the Lofty CRM or account login. Display Only Agents can be added at no cost, and do not count toward your total number of purchased seats. 

To add a Display Only Agent, check the box next to "Marked as a display only" when adding a member:

Within the team hierarchy, Display Only agents will have the Account Type "Display Only":

Display Only Agents can be converted to Users, and provided a seat in the CRM, within the Display Only Agent's profile. First, click the edit icon next to the agent you would like to convert. Next, select "Manage" in the upper right corner and select "Convert to User":

 

Click "Confirm" to update the Agent account type:

Adding Agents as Leads

A user's email address can be used as both an agent/user login as well as an email address assigned to a lead. Admins may be interested in adding their new team members as a way to provide them with training via an automated Smart Plan that they have built out, for example. The email address can only be used one time per team as a lead as well. 

 

FAQ

Q: If an admin/owner deleted an agent and later on realized they needed it back, is there a way to recover it within the CRM?
A: The recovery of deleted agents within the CRM is currently not supported. Currently, we judge data recovery on a case-to-case basis. Could you reach out to Lofty Support to see if data can be restored? 

 

A sample file for CSV import of Agents: download a copy

 

Questions?

If you have any questions regarding this topic or any others, please contact our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat through your Lofty CRM. 

 

Related terms: add a member, add a user, new user, new member, new member invite