Introduction

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Important: Please note that the availability of certain features outlined in these release notes will vary depending on the package and add-ons that you have purchased as well as the account type that you have (admin/standard user). These features are subject to change at any time.

Summary

• Email Notification for Non-Lead Transaction Roles
• Transaction Checklist Task Optimization
• Bulk Task Actions
• Task and Appointment Updates
• Smart Plan Enrollments

Email Notification for Non-Lead Transaction Roles

We've drafted an email notification to send automatically when non-lead role has been added to a transaction in the Lofty CRM. This keeps all roles informed the moment they are assigned to a deal.

Highlights:

• Automatically receive an email alert when you are added to a transaction as a team member
• Stay on top of every deal you are involved in without manual follow-up
• Email notifications include transaction details so you can quickly review the assignment
• Works for any non-lead transaction role

Learn more here: Vendor and Partner Management

Transaction Checklist Task Optimization

Assigning checklists to transactions is now faster and more reliable. All transaction checklist tasks now load immediately when the checklist is applied to the transaction, rather than one stage at a time. This helps you handle larger task lists without slowdowns, ensuring your transaction checklists are applied completely and on time.

Highlights:

• Improved performance when applying checklists with a large number of tasks
• Prevents incomplete checklist assignments caused by system timeouts
• Ensures all checklist items are successfully added to transactions

Learn more here: Transaction Management Checklists

Bulk Task Actions

You can now complete or delete multiple tasks at once using new bulk action tools. Save time by completing or deleting groups of tasks in a single action instead of editing them one by one.

Highlights:

• Select multiple tasks and apply actions to all of them simultaneously
• Reduces manual effort when managing large volumes of tasks

Learn more here: Task Management

Task and Appointment Updates

Appointment and task reminders have been upgraded with more notification options to help you stay on schedule. You can now choose from additional reminder timing intervals to get alerts at the right moment before your commitments. Reminders can also now be sent by Push notification. Appointments and tasks have also been updated to include a dedicated title field, making them easier to identify and manage at a glance. Add a clear, custom title to each item so your schedule stays organized and scannable.

Highlights:

• New reminder timing options available for both appointments and tasks
• Add a custom title to any appointment or task for easy identification
• Receive reminders via Push notification

Learn more here: Appointments

Smart Plan Enrollments

The new Enrollments tab appears in the Smart Plan editor alongside Builder and Performance, making it easier to monitor and manage every lead enrolled in a plan. Search and filter enrollments, review key metrics such as active and paused enrollments, open an individual enrollment log to see step-by-step activity, and pause or resume outreach for a specific lead without affecting others in the same plan. You can also export the full enrollment list to manage all leads enrolled in the Smart Plan.

Highlights:

• Simplifies managing large lead databases with many Smart Plan running
• Provides a centralized view of all leads in a Smart Plan, including enrollment status, step progress, communication activity, and execution history.

Learn more here: Smart Plan Builder

Questions?

If you have any questions regarding this topic or any others, please contact 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.

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