Using a Team and Personal Sales Agent Together

Introduction

On a Team plan, members can use their team owner's shared Sales Agent. Previously, that was an either-or choice — use the team's agent, or hire your own, but not both. Now a member can do both at once.

How It Works

• A member can have two Sales Agents active: the team's shared agent and their own personal agent.
• Every lead is still only ever handled by one Sales Agent — never both — so there's no double outreach to the same person.
• Each Sales Agent is labeled "[Agent name] · Reports to [person]" so it's always clear which is which. Your own agent shows your name; a borrowed team agent shows the team owner's name.

For Team Owners: Building Your Shared Pool

When adding members to your team's shared Sales Agent pool, members who already have their own personal Sales Agent can now be added too — previously they were greyed out and couldn't be selected.

Frequently Asked Questions

Can the same lead get contacted by both of my Sales Agents? No. Even with two active agents, a given lead is only ever followed by one of them at a time.

How do I know which agent is mine versus the team's? Check the "Reports to" label on the agent — it names the person the agent is set up for.

I already have my own Sales Agent — can I still be added to my team's shared pool? Yes, as of this release. You'll now show up as selectable instead of greyed out.

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.