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
Family Members group a household — spouses, partners, or relatives — under one lead, so a couple shares a single record instead of two disconnected ones. You can add family members while creating a lead or from the lead's profile afterward.
Adding a Family Member from the Profile
- In the left menu, go to CRM → People and open the lead.
- In the left info panel, click Add Family Member.
- The EDIT DETAILS dialog opens with a new family-member entry. Fill in the relationship, name, phone, email, and birthday.
- Save the dialog to add the member.
Adding Family Members While Creating a Lead
The Add Lead form has a Family Members panel on the left:
- In the panel, click + New Family Member.
- Enter that person's details alongside the primary contact.
The badge marks which household member is the Primary contact — the person the lead record is filed under.
Note: Grouping family members keeps communications and history on one record, so you're not chasing two profiles for the same household.
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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