Introduction

The Dashboard lets you view general information and updates within your CRM. This article will provide an overview and explain what is displayed under each section of the Dashboard.

Note: Displaying some of these sections may depend on Team Permissions or Lofty packages.

Summary

• Dashboards
• Dashboard Breakdown

Dashboards

When first logging into Lofty.com, the first thing displayed will be the Dashboard.

There will be both a "Team Dashboard" and/or "My Dashboard".

The Team Dashboard will display information for the entire team. 

My Dashboard will only display information for the agent that is logged in.

1. The Dashboard that is currently displaying

2. Switch to the Dashboard that is NOT displaying

To navigate to the Dashboard from any other page within Lofty, click on the Lofty logo:

Dashboard Breakdown

We will break down the Dashboard into six sections and describe what is displayed. 

Section One:

1. New Leads from today

2. New Opportunities for today

3.  Tasks due today

4. Business Summary

Section Two:

1. Smart Listings- Updates on Smart Listings

2. Today's Hot Listings- Popular listings from the Hot Sheets

Section Three:

1. Summary of recent Smart Plan emails

2. Announcements- created to communicate announcements with the team

Section Four: 

1. Summary of recent Property Alerts

2. Learn More about Lofty through Training

3. Displays three different pages with additional tips/information about Lofty such as Referring other agents to Lofty, Print House: Mailers, and setting up the Dialer

Section Five:

1. Dialer usage- Daily texts sent, monthly calls made by minutes

2. Max/min. email usage for the month, all Lofty Packages come with a monthly email limit

Section Six:

Learn more about Lead Generation with Lofty.

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 CRM.