Adding a New Lead (Lofty AOS)

Introduction

You can create a lead by hand whenever someone reaches you outside your normal capture channels — a phone call, a referral, an open house conversation. The Add Lead form captures contact details, consent, addresses, and routing (pipeline, segment, agent, Smart Plan) in one dialog.

Opening the Add Lead Form

1. In the left menu, go to CRM → People.
2. Click Actions in the top-right corner.
3. Click Add Lead.

Filling in the Essentials

Required fields are marked with an asterisk: Lead Owner, Lead Type, First Name, and Source.

1. Set Lead Owner (defaults to Personal) and Lead Type (e.g., Buyer).
2. Enter the lead's First Name and Last Name.
3. Add contact points:
   • Email Address — click + Add an Email for additional addresses; mark one as Primary.
   • Phone — set the Type | Status (e.g., Mobile | Talked), and click + Add a Number for more; mark one as Primary.
4. Choose the Source — this field is required.

Recording Consent to Contact

The Consent to Contact controls record Call Opt-in, Text Opt-in, and Email Opt-in, each defaulting to No.

Adding Addresses and Details

• Mailing Address — street, city, state, zip, unit, and a Label (e.g., Home).
• Property Address — the property of interest, with a label such as Buying - High Interest; click + Add a Property for more.
• Birthday and Language — personal details used in communications.

Routing the Lead

Below the address block you can route and enrich the lead in one pass:

• Pipeline and Segment — where the lead sits in your process.
• Assign To — the owning agent.
• Tags and Smart Plan — labeling and automation from day one.
• Qualification fields: Buying Time Frame, Pre-Qualified, House to Sell, First Time Buyer, With Buyer Agent.
• Your account's custom fields appear at the bottom of the form.

Managing Family Members

The Family Members panel on the left of the dialog groups household contacts under one lead. Click + New Family Member to add another person; the badge marks the Primary member.

Privacy

Turn on Hide Lead Details at the top of the form to restrict this lead's details from other users, per your account's privacy rules.

Saving

1. Review the required fields.
2. Click Save — or check Add Another first to keep the dialog open for the next lead.
3. Click Cancel to discard the form.

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.