Introduction

*Please note that the features available to you on the Lofty platform will vary depending on the package you have purchased as well as the account type that you have (admin/agent user). For any questions related to your package, please contact our Support Team for more information.

Release Date

Monday, February 8, 2021.

Summary

• CRM 3.20
  • AI Assistant: Additional Existing Leads Triggers
  • Lead Export Improvement
  • Open House Tablet App
  • Lead Pond Notifications
    • New Lead in the Lead Pond
    • Lead Pond Opportunity Notification

CRM 3.20

AI Assistant: Additional Existing Leads Triggers

In addition to existing triggers, the AI Assistant will now send out messages to try and engage with existing leads if they match the following criteria: 

• The lead was marked at some point in time as a "High Interest" opportunity (see Opportunities > High Interest)
• The lead has been inactive (meaning they have not visited your Lofty -built IDX website) for 2 weeks and then 4 weeks. 

If this criteria is met, the AI Assistant will send out additional text messages with listing links to try and engage with the lead and qualify them.

For more information on the AI Assistant, please reference the following Help Center section: AI Assistant.

Lead Export Improvement

With this update, you now have the ability to export leads directly from the People page. This means that you can use a combination of filters, groups, and pipeline stages to find specific leads to export. Prior to this release you were only able to export as To do so, navigate to the People page, apply filters, etc. as needed, select the three dots, and click Export Leads:

A prompt will then appear to confirm you want to export the current selection:

You will then receive an email when the leads are ready to download into a CSV.

For more information on exporting leads, see Lead Export.

Open House Tablet App

Lofty has published the first version of an Open House app designed to be used on Apple and Android tablets. 

• Google Play Store
• Apple App Store

The features are basically the same as on the Lofty web app (logging in via your computer) with one important difference–you can use the tablet app offline to collect open house registrants and then synchronize them to your Lofty CRM later when you have WiFi, etc.

For more information on how to use this app, please reference the following article: Open House Tablet App.

Lead Pond Notifications

The following notifications have been added to the Lead Pond feature. Previously, notifications for leads in the Lead Pond would only go to the Team Owner/Admin. That has now changed, however.

New Lead in the Lead Pond

Previously, the system would not send notifications to users if a new lead was added to the Lead Pond via lead routing. Now, if you have access to use the Lead Pond (see Team Permissions), then you are able to configure settings for email, text, and push notifications via the Settings > Preference > Notifications > Lead Added to Pond:

Lead Pond Opportunity Notification

Previously, the system would not send out notifications to users if a lead lead in the Lead Pond triggered an opportunity notification (see Opportunities). Now, the system will send a push, email, and text notification to users with access to the Lead Pond (see Team Permissions) as follows:

Lead Pond opportunities will be found under a dedicated section within the notifications:

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> or by phone at 1 (855) 981-7557.