Feature Updates for CRM Version 2.8.2

Key Takeaways

• Cloud CMA Integration: When a report is not generated quickly enough, a link can be copied and pasted manually into Lofty.
• The updated naming convention for Agent Lead Routing.
• Filters: New support for searching leads that are either “Subscribed” or “Unsubscribed” to Smart Plans or Property Alerts.
• Filters: Support for searching for only Team Leads
• Filters: Support for searching by the criteria that match “Last Touch”

Cloud CMA Optimization

You can now manually input the report link if the Cloud CMA does not return the report in a timely manner. Lofty is already working with Cloud CMA to address this delay.

Updated Naming Convention for Agent Lead Routing

Lofty has decided to update two lead routing rule names to be more consistent with standard CRM industry terminology:

1. What was previously known as “Direct Assign” has now been given the name of “Round Robin.”
2. What was previously known as “Round Robin” is now known as “Next Up.”

 *The previous lead routing functionality has not changed. Just be sure to note that what you previously knew as “Round Robin” as related to Lofty has been changed to be directly assigned.

Filter Updates

Unsubscribed / Subscribed

A new filter supports the ability to search by subscribed or unsubscribed leads as related to Smart Plans and Property Alerts. These options are found under the corresponding filter (Smart Plan, Property Alert).

 *Note: The options of “Subscribed” and “Unsubscribed” cannot be selected at the same time.

Searching by Team Leads

In “Saved Filters,” Lofty users can now filter specifically by Team Leads.

Last Touch Criteria

Filters now support searching leads by the type of last touch. Loftyusers can select from three types of “Last Touch” by choosing one of the following: Emailed, Texted, or Called.

The type of last touch and date range of the last touch can be combined. For example, if a Lofty user chooses “Emailed” and “Called” and selects a date range of “Less than 5 days,” the result will display leads that were touched by email and call within the last five days.