Introduction
A collaboration tool has been added to your already powerful feature set. You will locate the My Workspace icon in the upper right-hand corner. When clicked, a new tab will open in your browser. This is intended to be an immersive experience that allows you to focus on responding to communication.
Summary
Usage
This feature currently allows the user to:
- See all your communication in one place
- All Chats/texts
- Emails
- Missed calls
- Assign the above to other agents on your team
On the left menu, you will see the following "folders":
- Opportunity
- Action
- Showing Assistant
- Leads Alert
- Unknown Inbound
- Task Reminder
- Listing Promotion
- Transaction
- @me
- You can PIN or delete a notification using the 3 dot option in the upper right.
FAQs
- Unknown calls and texts will be synced to My Workspace but unknown emails currently will not be synced at this time.
- This tool is for responding to communication and not for initiating it.
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 a chat with us through your Lofty CRM.
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