Introduction

The CRM settings are where you go to manage your CRM. This article will review each setting and provide resources to learn more about them. 

 

*Please Note* The displaying of some of these settings may depend on Team Permissions or Lofty packages.

 

Summary

• User
• Team
• Lead Distribution 
• Features
• Transactions
• Templates
• Dialer

User

When navigating to the CRM settings, "User" settings will be displayed first. These settings are for managing or setting up your Lofty account.

 

Profile

Manage your Lofty information such as Name, email, phone number, and Company Info. You can also add your MLS Agent ID from this section:

 

 

Learn More: Complete your Lofty Profile, Email Signature

 

Preferences

Lofty preferences are for general user preferences such as time zone, working hours, and Sending Email Address:

 

 

Learn More: User Preferences

 

Notifications

Set up preferences for notifications received from Lofty:

 

 

Learn More: Lofty Notifications

 

Team

These settings are for managing your team. 

 

Agent

Team Owners and Admins will have the ability to add/remove agents or manage settings such as Agent Permissions or Agent Roles:

 

 

Learn More:

Add or Remove Team Members on Lofty

Team Permissions

Creating Custom Roles

 

Lender

Add or remove a lender in this section:

 

 

Learn More: How to Invite a Lender

 

Vendor/Partner

 

Add or remove a Vendor/Partner in this section:

 

Learn More: How to Assign a Vendor, Partner, or Contact to a Transaction

 

Lead Distribution 

Lead distribution is where to go to set up how the leads are routed/distributed within the team.

 

Lead Routing

Route new leads imported into Lofty:

 

 

Learn More: Lead Routing FAQ

 

Re-Routing Groups

Instead of routing new leads, this setting will route leads that are already in your CRM: 

 

 

Learn More: Re-Routing Groups

 

Features

This section has multiple settings, not specific to one particular feature. 

 

Auto Property Alerts

Set up automatic Property Alerts, Market Snapshots, and Market Reports for multiple leads:

 

Learn More:

Setting Up and Using Auto Property Alerts

 

Lead Pond

Set up a Lead Pond for storing leads that are not assigned to a specific agent:

 

 

Learn More: Lead Pond

 

Tags & Sources

Create Sources and private or shared Tags:

 

 

Learn More:

Lead Organization with Tags

Lead Source Logic

 

Custom Fields 

Create custom fields for the lead profiles.

 

 

Learn More: Custom Fields

 

Integrations

Integrate third-party services with Lofty:

 

 

Learn More: Integrations

 

Lead Capture

Enable/disable which sources import leads into Lofty. 

 

 

Learn More: Lead Capture/Email Parsing

 

AI Assistant

Set up and/or manage the AI assistant:

 

 

Learn More: AI Assistant

 

Reporting

View general information for the monthly Business Goal:

 

 

Learn More: Reporting

 

Lead Import

Manually import leads into the CRM:

 

 

Learn More:

Lead Import (via CSV/Spreadsheet)

Lead Import (via Google Contacts)

 

Lead Export

Export leads from the CRM to a CSV file via email. 

 

 

Learn More: Lead Export

 

Transactions

The Transactions settings can be used for managing checklists, templates, and roles with transactions. 

 

Checklist Templates

Create templates used for Transaction Checklists under "Purchase", "Listing", "Lease", or "Other": 

 

 

Learn More: Transaction Management Checklists

 

Custom Fields

This setting is different from "Custom Fields" under "Features". Transaction Custom Fields are used for triggering checklists:

 

 

Learn More: Transaction Management Introduction

 

Transaction roles

Team Owners/Admins can add contact information for their trusted vendors and partners and then share lead information:

 

 

Learn More: How to Assign a Vendor, Partner, or Contact to a Transaction

 

Templates

Email

Create personal Email Templates, Team Email Templates, and Automated Emails, or view the Email Templates Report : 

 

Learn More: Email Templates

 

Smart Plans

Set up and manage personal Smart Plans, and Team Smart Plans, and view the Smart Plan Library:

 

 

Learn More: Managing Smart Plans

 

Call

Set up Voice Messages, Call Scripts, and Questionnaires: 

 

 

Learn More: Voice Messages for Inbound & Outbound Calls

 

Text

Set up automatic Welcome Texts or Text Templates:

 

 

Learn More: Text Templates

 

Dialer

Call and Text Settings

Set up and manage your Dialer: 

 

 

Learn More: Call/Text Package Settings

 

Company Number

Set up and manage your Company Number: 

 

 

Learn More: Company Number

 

 

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.