Introduction

*Please note that the features available to you on the Lofty platform will vary depending on the package you have purchased. For any questions in this regard, please reach out to your assigned Customer Success Manager or our Support Team for more information.

Release Date

The release date for this set of features is Tuesday, March 3, 2020.

Summary

• People Page Filter Improvements
• Email Attachment Limit Increase

 

People Page Filter Improvements

With this update, you will notice a big change in the user interface on the People page. The following are the biggest changes that will be made in this release:

• All Leads / My Leads
• Preset Filters
• Advanced Filters

 

All Leads / My Leads

There is now a new toggle at the top of the People page that allows for the user to toggle between "All Leads" and "My Leads."

• All Leads: All the leads that the current user has access to see. Only admin users will see all Team Leads (see Lead Privacy: Team Leads vs. Private Leads).
• My Leads: Leads where the current user is listed in any of the "Assigned to" roles on a lead (see Assigning Leads to Custom Roles). So, if a user is listed as the "Agent" or "Assistant" or any other custom role, they will show up when "My Leads" is selected. Leads, where they are not assigned to a role, will not display with this option.

 

Preset Filters

These filters are in the same place but are now more accessible to view. Here are the preset filters:

Part of this update includes the new ability for all team users to access the agent role filters that were previously only available to admin users. All agent role filters will be available on the preset filter list.

 

Advanced Filters

The new Advanced Filters are divided into four different parts: 

1. Agent
2. Lead Details
3. Lead Nurturing
4. Lead Activity

Almost all of the filters existed in the previous version of Lofty. Only those that have been added/updated are outlined here:

 

Tags 

The "Tags" filter now has support for the following four combinations. You can also combine the "include" and "exclude" options.

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(a) Include + One of + [tag]. Shows leads that contain any of the indicated tags.

Example: Include + One of + [A] + [B]. Shows leads that have tag "A" or tag "B."

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(b) Include + All + [tag]. Show leads that contain the specific combination of tags used together.

Example: Include + All + [A] + [B]. Shows all leads that have tag "A" and tag "B."

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(c) Exclude + One of + [tag]. Show leads that do not contain any of the indicated tags.

Example: Exclude + One of + [A] + [B]. Shows leads without either tag "A" or tag "B."

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(d) Exclude + All + [tag]. Show leads that do not contain ONLY one specific tag.

Example: Exclude + All + [A] + [B]. Shows leads without both tag "A" and tag "B."

 

Reg Date

Now has support for selecting a custom date range.

 

Profile Details

Includes fields that were not previously available for searching:

 

Closed Date

This is a new filter that allows you to search leads with closed dates; including a range of closed dates. If a lead has no transactions, it will not display:

 

Smart Plan

The filters now allow for users to search by a specific Smart Plan and whether it is Active/Inactive or leads that do not have a Smart Plan assigned.

 

Subscription

Use to search by subscription status to Smart Plan, Market Report, or Property Alert. The options for each of these are "Subscribed" or "Unsubscribed."

 

Last Website Visit

Synchronizes with the last website visit under the "Insight" section of a lead profile. 

Here is the new filter:

 

Last Reply

Search for the last time a lead has replied via email, call, text; and during a certain span of time:

 

Email Attachment Limit Increase

The maximum size limit for email attachments has been increased to 20 MB. Depending on the size of the file, however, Lofty has two different methods of attachment outlined here:

1. If the attachments uploaded are less than 5 MB, the email attachments will be added directly as an attachment to the email:

2. If the attachments uploaded are more than 5 MB, Lofty will convert the attachments into download links that are then inserted into the email:

 

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.