Feature Updates for CRM Version 2.7.2

Key Takeaways

• Team Text Templates (Web)
• Integrate iCloud Mail via IMAP/SMTP(Web)
• Sort Email Templates(Web & App)
• Smart Plan Guide (Web)
• Smart Plan Auto Application Improvements (Web)

Team Text Templates (Web)

1. The users with the permission of Team Templates can create team text templates.

2. The members can send texts with team text templates in both Web and App.

Integrate iCloud Mail via IMAP/SMTP(Web)

Now you can integrate your iCloud mailbox with Lofty via IMAP/SMTP.

For more information on how to integrate your iCloud mail, please refer to: How to Integrate IMAP/SMTP email with Your Lofty CRM

Sort Email Templates(Web & App)

When you want to find or manage the Team & My Email Templates, you can sort them by initials or time it was last modified.

When you send an email to leads in the Lofty App, you can also quickly find the email template you want to send by sorting initials and last modified time.

Smart Plan Guide (Web)

We made a guide for a smart plan to explain in detail how to utilize it in each stage of a lead.

Smart Plan Auto Application Improvements (Web)

1.The auto application settings of the smart plans are redesigned to reduce confusions.

2.The auto application function now supports a new criteria - Lead Score.