Lofty

Quick links to helpful resources.

Communication Centre

Get in the habit of using the communication centre! Your one stop shop for all lead and client emails – you’ll never miss communication from a prospect. 

https://youtu.be/7IddrRaOUcw

4 Things To Do When you Receive a New Team Lead

The 4 things you need to do when you receive a new team lead to set you up for success 

https://youtu.be/5QnLGCoQWsY

Using Tasks to Create your Daily Workflow

The millions are in the follow-up!  Download the Lofty App and never miss an important task or deadline. 

https://youtu.be/8T4mRRx71RM

Create Your Own Stunning Email in Lofty

Easy peasy, lemon squeezy. 

https://youtu.be/HCAVoa85mgM

Copy a Smart Plan + Auto Apply

Learn how to copy and execute smart plans with Lofty.

https://youtu.be/BLfRPiCuKMQ

Manually Apply a Smart Plan

Learn how to manually add a smart plan to a lead profile. 

https://youtu.be/ztrxXzMJUvU

Streamline Follow Up with Email Templates

Use an email template for a single lead follow or mass followup campaign. 

https://youtu.be/GuTKTgHJ__8

Import Existing Leads into Lofty

Use an email template for a single lead follow or mass followup campaign. 

https://youtu.be/fIv0QRptkII

Tips When Working with Seller Leads in Lofty CRM

These three things will help to keep you in contact with the prospects that have a home to sell. 

https://youtu.be/bz5c-HdvnqQ