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

9 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
CallEmail Sep 29, 10:00 PM
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
SMSOpen lead
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

Bradford Sayer

New Leads
Task
5th Day: Call Lead
Area
Hurricane, UT
Budget
$500,000 - $740,000
Assigned
Larry Brock
Email
kbsayer21@gmail.com
Phone
No phone
Source
Team Red Rock Website
Tags
Lofty Email Lead

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
Sep 29, 10:00 PM

Opened: Checking in

Email
Sep 29, 10:00 PM

Sent: Checking in

Email
Aug 6, 3:01 PM

Opened: Welcome, Bradford Sayer — Here to Help with Hurricane Condo Insights

Email
Aug 6, 3:01 PM

Sent: Welcome, Bradford Sayer — Here to Help with Hurricane Condo Insights

Email
Jul 29, 6:20 PM

Opened: Welcome to Your Personalized Property Search Experience

Email
Jul 29, 6:20 PM

Sent: Welcome to Your Personalized Property Search Experience

Email
Jul 29, 6:17 PM

Opened: Hello

Email
Jul 29, 6:17 PM

Sent: Welcome to Red Rock Real Estate

Email
Jul 29, 6:16 PM

Sent: Hello

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