lofty.zionvalleyrealty.com

Today's Lofty work queue

Lofty connected
Lofty connection is active.

The app is reading real task and lead data from Lofty. SMS/email sending is live for selected leads after approval and confirmation.

Open tasks25

Live from Lofty

Overdue25

Handle first

Due today0

Based on Lofty start time

Lead context25

12 recent interactions

Queue

Live Lofty tasks

Refresh

3rd Day: Call Lead

Maddy Smith
OverdueOct 2, 1:13 PM
CallOpen lead
Open

3rd Day: Call Lead

Yadira Mirabal
OverdueOct 2, 3:02 PM
CallOpen lead
Open

5th Day: Call Lead

Hayley Foreman
OverdueOct 2, 3:03 PM
CallOpen lead
Open

Call Lead (3-4 hours after 1st call)

Michelle
OverdueOct 2, 3:53 PM
CallOpen lead
Open

3rd Day: Call Lead

Brien Escalante
OverdueOct 2, 4:41 PM
CallOpen lead
Open

3rd Week: Send Text or Email

Nicki
OverdueOct 3, 10:23 PM
SMSOpen lead
Open

Reconnect

Leslie Daw
OverdueOct 4, 6:00 PM
OtherOpen lead
Open

Reconnect

Alex Jeffs
OverdueOct 4, 6:00 PM
OtherOpen lead
Open

Call Lead (3-4 hours after 1st call)

Whitney Hendershot
OverdueOct 4, 8:42 PM
CallOpen lead
Open

Send Text Message to Lead after Call (If They Didn't Answer)

Tiffanie Rushton
OverdueOct 5, 1:40 PM
SMSOpen lead
Open

Call and connect again

Brenda Mersberg-Afoa
OverdueOct 5, 6:00 PM
CallOpen lead
Open

Old Austin Client - Try calling

Mark Baruffi
OverdueOct 5, 6:00 PM
CallOpen lead
Open

2024 DC VR Interest?

Landon Bowles
OverdueOct 5, 6:00 PM
OtherOpen lead
Open

5th Day: Call Lead

Bradford Sayer
OverdueOct 6, 10:00 PM
CallOpen lead
Open

4th Week: Call Lead

TIRZA TARANGO
OverdueOct 6, 10:17 PM
CallOpen lead
Open

Call

Alexis Carter
OverdueOct 7, 6:00 PM
CallOpen lead
Open

Get on the phone!

Frances Puesta
OverdueOct 7, 6:00 PM
OtherOpen lead
Open

Call

Grace Reynolds
OverdueOct 7, 6:00 PM
CallOpen lead
Open

Opted out of Messages - Call from Personal

Cherish Syrett
OverdueOct 7, 6:00 PM
CallOpen lead
Open

Check in

Payton, Matthew
OverdueOct 7, 6:00 PM
OtherOpen lead
Open

4th Week: If you still haven't been able to talk to the lead: 1. Move them to your Cool/Cold Pipeline. 2. Start a SmartPlan for them. 3. Add a task to call them once a month.

Nicholas Machado
OverdueOct 8, 3:08 PM
CallOpen lead
Open

3rd Week: Send Text or Email

Melissa Jones
OverdueOct 8, 3:13 PM
SMSEmail Aug 31, 10:12 AM
Open

Interested in more follow up?

Dane Idler
OverdueOct 8, 6:00 PM
OtherOpen lead
Open

Call Lead (3-4 hours after 1st call)

Thuong Pham
OverdueOct 9, 2:28 PM
CallOpen lead
Open

Check In Text

Dawnita Hendricks
OverdueOct 9, 6:00 PM
SMSOpen lead
Open

Active Lead

Melissa Jones

New Leads
Task
3rd Week: Send Text or Email
Area
Ivins, UT
Budget
Up to $1,200,000
Assigned
Larry Brock
Email
melissaj3598@gmail.com
Phone
9713538804
Source
RRRE Website
Tags
No tags

Draft context

Live lead context is feeding the draft workspace. Drafts require approval and a final confirmation before any real Lofty SMS or email is sent.

Email
Aug 31, 10:12 AM

Sent: 1 New Home for Melissa: 1166 W Birchwood DR

Email
Aug 27, 11:23 AM

Sent: [Price Reduced] 1 New Home for Melissa: 2104 S CORRAL WAY

Call
Aug 19, 3:12 PM

inbound

SMS
Aug 19, 11:19 AM

Hi Melissa, I apologize. I set up some property alerts, so you should be getting some emails about properties that match your wants.

Email
Aug 17, 10:24 AM

Opened: [Price Reduced & Status Changed] 7 New Homes for Melissa: 3089 E 2110 ST S, and more!

Email
Aug 17, 10:23 AM

Sent: [Price Reduced & Status Changed] 7 New Homes for Melissa: 3089 E 2110 ST S, and more!

SMS
Aug 15, 10:33 AM

Hey Larry, I didn't hear back from you yesterday.

SMS
Aug 14, 6:55 PM

So basically, I’d like a 2 story but also open to 1 story if it has a nice architectural design, spacious 4 beds, 3-4 baths single family home measuring at least 3500 sqft. Ideally it should have a 3 car garage with a finished basement. It should be a ready to move in home that won’t require any renovations on it.

SMS
Aug 14, 6:52 PM

My budget is 900k-1.2m give or take. Yeah I wanted a somewhat central location.

SMS
Aug 14, 6:42 PM

Very good. What would your budget and home preferences be? St. George is just about perfectly in the middle of those two towns.

SMS
Aug 14, 4:57 PM

Hi Larry, thanks for checking back in. I'd like help looking for a home in St. George and open to 10 mins away from here of your suggestions. I have contacts in Enterprise and Springdale that I'll be working with from time to time to time.

SMS
Aug 14, 4:51 PM

Hi Melissa, Larry Brock here with Red Rock Real Estate, I hope you are doing well. I wanted to reconnect about your home search in southern Utah. Would it be helpful if I sent over a few current house options?

Draft

Approval-based SMS and email

Needs approval
Live sending is enabled for the selected Lofty lead

Draft approval and the final confirmation are required before this screen sends a real SMS or email through Lofty.

Next Step

Approved follow-up

Live mode
Real sends require approval

SMS/email sending is live for selected Lofty leads. Smart-plan completion still happens in the Lofty client tab, then this app refreshes the task list.

Audit Trail

Approval history

Checking audit
EventSubjectStatusTimeStorage
Read-only syncLofty tasksEnabledSystemSystem
Lead contextTexts, emails, callsRead-onlySystemSystem
Sending safetySMS and emailLive, approval requiredSystemSystem