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.
When navigating to the CRM settings, "User" settings will be displayed first. These settings are for managing or setting up your Lofty account.
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
Learn More: User Preferences
Set up preferences for notifications received from Lofty:
Learn More: Lofty Notifications
These settings are for managing your team.
Team Owners and Admins will have the ability to add/remove agents or manage settings such as Agent Permissions or Agent Roles:
Add or remove a lender in this section:
Learn More: How to Invite a Lender
Add or remove a Vendor/Partner in this section:
Lead distribution is where to go to set up how the leads are routed/distributed within the team.
Route new leads imported into Lofty:
Learn More: Lead Routing FAQ
Instead of routing new leads, this setting will route leads that are already in your CRM:
Learn More: Re-Routing Groups
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:
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:
Create custom fields for the lead profiles.
Learn More: Custom Fields
Integrate third-party services with Lofty:
Learn More: Integrations
Enable/disable which sources import leads into Lofty.
Learn More: Lead Capture/Email Parsing
Set up and/or manage the AI assistant:
Learn More: AI Assistant
View general information for the monthly Business Goal:
Learn More: Reporting
Manually import leads into the CRM:
Export leads from the CRM to a CSV file via email.
Learn More: Lead Export
The Transactions settings can be used for managing checklists, templates, and roles with transactions.
Create templates used for Transaction Checklists under "Purchase", "Listing", "Lease", or "Other":
Learn More: Transaction Management Checklists
This setting is different from "Custom Fields" under "Features". Transaction Custom Fields are used for triggering checklists:
Learn More: Transaction Management Introduction
Team Owners/Admins can add contact information for their trusted vendors and partners and then share lead information:
Create personal Email Templates, Team Email Templates, and Automated Emails, or view the Email Templates Report :
Learn More: Email Templates
Set up and manage personal Smart Plans, and Team Smart Plans, and view the Smart Plan Library:
Learn More: Managing Smart Plans
Learn More: Voice Messages for Inbound & Outbound Calls
Set up automatic Welcome Texts or Text Templates:
Learn More: Text Templates
Call and Text Settings
Set up and manage your Dialer:
Learn More: Call/Text Package Settings
Set up and manage your Company Number:
Learn More: Company Number
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com>, by phone at 1 (855) 981-7557, or by chat with us through your CRM.