Navigating the Lead Profile (Lofty AOS)

Introduction

The lead profile is the working view of one person in your CRM: contact details and routing on the left, AI insights and the full activity timeline in the middle, and priorities, tasks, and appointments on the right. Everything you do with a single lead — from logging a call to applying a Smart Plan — starts on this page.

Opening a Lead Profile

1. In the left menu, go to CRM → People.
2. Click a lead’s name.

The profile opens with the lead’s name in the header; the back arrow to the left of the name returns you to the People list.

Reviewing the Info Panel

The left panel summarizes who the lead is:

• Basic Info — the lead’s type (for example, Seller) plus Pipeline and Segment selectors; click one to open the list of stages or segments.
• Below Basic Info, 3 icon buttons let you call, text, or email the lead.
• Details — phone (with a validity note such as “(Valid Number)”), email, source, registration date, and tags. Click the edit icon next to Details to open the EDIT DETAILS dialog with the full lead form, including Consent to Contact opt-ins and unsubscribe settings.
• Tag: — click the + chip to open the tag picker, scoped by All, Personal, Office, or Company, with a search box.
• Add Family Member — adds a household contact under this lead; it opens the EDIT DETAILS dialog with a New Family Member entry (relationship, name, phone, email, birthday).
• View Full Details — expands the panel with Birthday, Mailing Address, your account’s custom fields, and a Social Network Info section with Add a Social Account. The link changes to Hide Full Details.
• Owner and Assigned to — the owning agent and every role assignment (Agent, ISA, Sales, Lender, and more). The gear icon next to Assigned to opens role settings.

Working in the Overview Tab

The Overview tab combines AI insights, note logging, and the activity timeline:

• The Insights card is AI-generated and shows a Last Updated date. It holds tiles for Contact Role, Relationship Engagement Level, Motivation Tags, Lead Score, Last Touch, and Last Site Visit, followed by Narrative Tension and Behavior Insights summaries. Rate the summary with the Helpful or Not helpful icons, or click Ask Lofty to ask the AI about this lead.
• Click the Lead Score tile to open the LEAD ANALYSIS dialog — a breakdown of the score with Top Indicators, a Web Activities Summary (searches, saved listings, views, messages, showing requests), and Communications rates (call connect, email open, email reply, text reply).
• The note composer sits below the Insights card: pick an entry type — Note, Log Call, Log Text, Log Email, Log Showing, or Log Doc — then type in the Add a note/log… field.
• The timeline lists every event with a timestamp. Filter chips show live counts for Note, Call, Email, Text, and Search; the All dropdown covers every activity type (including Auto Email, Manual Email, Auto Text, Manual Text, View, Offer, Favorite, Request, System Log, and Consent), and More holds the remaining counters.
• Click Click to view activities from the past two years. at the bottom of the timeline to load older history.

Tracking Priorities, Tasks, and Appointments

The right rail keeps this lead’s next steps in view:

• Priorities — AI-suggested next steps, such as a possible duplicate with a Merge action, or a follow-up suggestion with one-click prompts like Confirm phone number and Talk to Lofty.
• Tasks — the lead’s tasks with due dates and assignees; automated tasks carry an Auto badge. The gear icon filters the list (My tasks only, Show completed tasks, Show Auto Tasks), and the + icon opens the ADD TASK dialog.
• Appointments — scheduled appointments; the + icon opens the ADD APPOINTMENT dialog.

Switching Tabs

Tabs across the top of the main column change what the center of the page shows:

Taking Action from the Header

• Click Ask Lofty AI in the top-right corner to open the Lofty AI panel, with suggested actions for this lead (Add a note for this lead, Create tailored call script, Check sales agent's status, Email this lead, Explore All) and an Ask me anything box.
• The share icon opens the SHARE LEAD dialog: a Share Link Restricted link that only users with permission to view the lead can access, plus the list of users with access.
• The more-actions (⋯) icon opens the full action menu, grouped into:
  • Lead Nurturing — Send Video MMS (marked Beta), Send Mailers, Add Market Snapshots, Add Market Reports, Add Smart Plans, Send Welcome Email, Add Task, Add Appointment, Add Document, Send to Microsoft Teams, Activate Sales Agent, Send Closely Link, Send Consent Request Email, and View Consent Record.
  • Lead Closing — Create CMA, Create Listing Presentation, Create Transaction, and Export to Skyslope.
  • Social Media — Find on Facebook and Find on LinkedIn.
  • Others — Share Lead, Edit Details, Delete Lead, and Re-run Lead Routing.

From this menu, Add Smart Plans opens the APPLY NEW PLAN dialog with Company Plans, Office Plans, and My Plans tabs; Add Market Reports opens MARKET REPORT SETTING (location and frequency); Add Document opens UPLOAD DOCUMENT with the same 5 sources as the Documents tab; and Add Market Snapshots opens the same full-screen setup as New Snapshot.

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.