Introduction

Team Owners/admins can create additional custom roles for their team members to fill when working with individual leads. Each additional role will appear in the bottom-left section of a lead profile called "Assigned to".

Three roles are in this section by default:

(1) Agent
(2) Assistant
(3) Lender

Please note that agent users cannot be assigned to the "Lender" role. An additional TEN agent role can be created. All users assigned to a lead will be able to have access to view the lead, receive opportunity notifications, etc. A new filter on the People Page is also created for each new role.

If you want to learn more about how to add a lender, please see: How to Invite a Lender

*Please note that the primary owner of the lead (associated with reporting, transaction management, property alerts, etc.) is always going to be the Lofty user in the "Agent" slot which is always first on the list:

Adding Additional Roles

To add additional roles, follow these steps:

1. Navigate to Settings
2. Click on Users under the Company User Settings section
3. Select the Agent Roles tab at the top
4. Click on the Add A Role button
5. Type in the new "Role Name"
6. Click Add
7. A new role is now added to every lead profile

Editing or Deleting Additional Roles

To edit or delete an additional role, follow these steps:

1. Navigate to Settings
2. Click on Users under the Company User Settings section
3. Select the Agent Roles tab at the top
4. Select either the Edit icon or the Delete icon to adjust the roles as desired

*IMPORTANT: Custom Role should not be confused with or replace the idea of Team/Private Leads and Team Permissions. For more information on this topic, please reference this article: Lead Privacy: Team Leads vs. Private Leads as well as Team Permissions.

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.