Sales Agent Automatic Pipeline Updates

Introduction

Your Sales Agent has the ability to keep a lead's pipeline stage current on its own, driven by what the lead actually does, like asking to tour a property or making an offer, rather than by the AI's own follow-up schedule.

How Pipeline Updates Work

The Sales Agent moves a lead forward in your pipeline only when the lead takes an action that signals real intent — for example, requesting a showing or submitting an offer. It no longer advances a lead's stage purely based on its own outreach cadence.

Choosing How Hands-On You Want This

A Sales Agent setting lets you choose how pipeline updates behave:

• Automatic — the Sales Agent keeps your pipeline current on its own.
• Ask me first — the Sales Agent proposes the change in your Needs-you list, and nothing moves until you approve it.
• Off — the Sales Agent never changes your pipeline; all its other actions keep working normally.

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.