Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
The People list is the home of your contacts in Lofty 4.0. It shows every lead you can access, with live columns for communications, lead score, Smart Plans, and more — plus saved views, pipeline filtering, and search to get to the right people fast.
Opening the People List
- In the left menu, click CRM to expand the group.
- Click People.
Switching Views
Tabs across the top of the list are saved views:
- All Leads — everyone you can access.
- Company Leads, My Leads — scoped by ownership.
- Priorities — an AI-ranked view of who needs attention now (marked with the AI badge).
- Lead Pond — unassigned leads available to claim.
- Your custom views appear as additional tabs.
To build your own, click + Add View at the end of the tab row.
Choosing a Pipeline
Click the Pipeline selector under the view tabs to narrow the list to one pipeline. The count next to the pipeline name shows how many leads are in the current selection.
Searching and Filtering
- Use the search box labeled Name, Phone, Email, Property, Note to find someone directly.
- Click All Filters to open the full filter panel and combine criteria.
Reading the Columns
| Column | What it shows |
|---|---|
| Name | The lead, their role (Buyer, Seller, Renter, Investor), and status indicators |
| Tags | Labels on the lead; click + Tag to add one inline |
| Agent | The assigned agent |
| Communications | Call, email, and text counts at a glance |
| Inquiries | Inquiry recency and timeframe (e.g., 6-12mo) |
| Lead Score | The score, its trend, and when it last changed |
| Activities | Activity counts (views, favorites, and more) |
| Smart Plan | The running Smart Plan and its status |
| Contact Info | Primary email and phone |
| ISA | The assigned ISA |
Scroll horizontally for additional columns (registration and source details), and use the column icon at the top-right of the table to adjust which columns show.
Note: A dot next to a name indicates lead status at a glance; hover to see details.
Acting on the List
- Click Actions in the top-right corner for Add Lead, Import Leads, and Export Leads.
- Select leads with the checkboxes to work with multiple records at once.
- Click Ask Lofty AI to run an AI action in the context of this list.
Paging Through Results
Use the pager at the bottom of the list to move between pages and set page size (50 per page by default).
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.
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