Introduction

The People Page is where you see and manage your leads within Lofty. This article will review each section within this page.

If this UI does not look familiar, you may be included in our beta test of our new People Page feature. For more information, please see Beta Feature - Updated People Page UI

 

Summary

• General Information
• Organizing Leads
• Lead Columns
• Filters
• Actions 
• Missing Leads

 

General Information

To get to the People Page navigate to this icon: 

 

 

There are several icons/options at the top of the People Page:

1. View all leads or "My Leads"

2. View the Lead Pond(s)

3. View the available Partial Leads

4. View Deleted Leads

5. Add a new lead

6. Import/export leads

 

Organizing Leads

On the People Page, you can organize your leads by pipeline stage, segment, or tag. 

 

Pipelines

Pipeline Stages can be found across the top of the People Page:

 

Learn More: Lead Organization with Pipeline Stages

 

Segments

Segments can be found in the top-left of the People Page:

To add/remove Segments or to learn more, please see Lead Organization with Segments

 

Tags

Tags can be found on the lead's profile: 

Learn More: Lead Organization with Tags

 

Lead Columns

Lead columns are for organizing leads based on lead score, registration, last visit, etc. Depending on the column, they can be ordered from highest/lowest, most recent/oldest, or in alphabetical order. 

 

Lead Columns can be viewed under the Pipeline Stages: 

 

Press the arrow symbol next to the column name to sort. For example, under the "Lead Score" column pressing the arrow pointing up it will sort the Lead Score from highest to lowest:

 

 

The light grey arrow is the one that is selected.

 

Filters

Many filters can be used to find/filter leads:

1. Saved Filters- You can find all saved filters here including default filters such as "Private Leads".

2. All Filters- Most common filters including filtering by assigned "Agent".

3. Advanced Filters- A more in-depth set of filters such as "Lead Activity", "Communication", "Lead Nurturing", etc.

Learn More: Lead Organization with Filters

 

Actions On the People Page

By selecting leads, you can perform several actions. If you would like to perform the same action on multiple leads, it can be done from the People Page:

 

1. Select the leads you would like to act with.

2. Increase/decrease the number of leads displayed on one page.

 

The number of leads that are selected will be displayed at the top: 

 

The actions that can be performed:

1. Mass Email

2. Mass Text

3. Send to Dialer

4. Send Postcards

5. Send Letters

6. Change Pipeline

7. Change Segments

8. Change Tags

9. Assign

10. Smart Plan

11. Merge

12. Delete

 

*Please keep in mind that some actions depend on your permissions.

 

Missing Leads

Why are ALL the leads not displaying on the People Page?

• Check for defaulted filters:

• Check that you have permission to view it with the team owner/admin.

Why are there NO leads on the People Page?

• Check for filters on the left. There is most likely a filter that is added and no leads are matching that filter:

Click "reset" or the "X" icon, it will remove the filter(s) and the leads should appear. 

 

 

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.