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
Building or choosing a Smart Plan is only half the job — it does nothing until it's running on a lead. You start and monitor a lead's plans from that lead's Automations tab, which shows every plan on them and exactly where each one stands.
Opening a Lead's Automations
- Open the lead from CRM → People.
- Click the Automations tab. It shows an All Automations panel.
Starting a Smart Plan on the Lead
Use the add (+) control at the top of the All Automations panel to apply a plan to this lead. Choose the plan you want, and it begins running — it then appears under Running Plans.
Tracking the Lead's Smart Plans
Scroll to the Smart Plans section. It groups the lead's plans by status:
- Running Plans — active right now. Each shows the plan name, its scope badge (My Plan or Company Plan), the Next Step and when it's due, and progress as Completed X/Y steps.
- Paused Plans — temporarily stopped. A plan can pause itself and show the reason — for example, a note that your 10DLC texting registration must be completed before the plan's text steps can run.
- Completed & Terminated Plans — plans that have finished or been ended, with their final completion count.
Other Automations on the Lead
The same tab also runs the lead's property and market automations — Market Snapshots, Market Reports, Homeowner Agent Report, and Seller Report — which you start with the New Snapshot / New Report links in each card.
Note: The scope badge tells you who owns the plan — My Plan is yours, Company Plan is shared across the team. A paused plan with a red note usually needs an account-level fix (such as 10DLC registration) before it can resume.
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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