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

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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
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
SMSEmail Sep 24, 10:05 AM
Open

Active Lead

Dawnita Hendricks

New Leads
Task
Check In Text
Area
Hurricane, UT
Budget
$900,000 - $1,900,000
Assigned
Larry Brock
Email
yuenming@me.com
Phone
8017552204
Source
Team Red Rock 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
Sep 24, 10:05 AM

Sent: [Price Changed] 1 New Home for Dawnita: 692 W High Tide PL 133

Email
Sep 23, 7:50 AM

Opened: [Price Reduced] 1 New Home for Dawnita: 4346 W CANTERBURY RD

Email
Sep 21, 9:26 AM

Sent: [Price Reduced] 1 New Home for Dawnita: 4346 W CANTERBURY RD

Email
Sep 14, 10:46 AM

Opened: [Price Reduced] 2 New Homes for Dawnita: 778 W Periwinkle LN, and more!

Email
Sep 14, 9:30 AM

Sent: [Price Reduced] 2 New Homes for Dawnita: 778 W Periwinkle LN, and more!

Email
Sep 11, 9:57 AM

Opened: [Price Reduced & Status Changed] 1 New Home for Dawnita: 3275 S Yansa TRL

Email
Sep 11, 9:56 AM

Opened: [Price Reduced] 1 New Home for Dawnita: 4346 W CANTERBURY RD

Email
Sep 10, 9:29 AM

Sent: [Price Reduced] 1 New Home for Dawnita: 4346 W CANTERBURY RD

Email
Sep 7, 10:10 AM

Sent: [Price Reduced & Status Changed] 1 New Home for Dawnita: 3275 S Yansa TRL

SMS
Sep 2, 11:34 AM

Thank you so much for your call. I really appreciated all the stuff that you took the time to teach me! So just a reminder of what we talked about: we would love to try to find a home that we could take our kids to so we want a lot of bedrooms and we loved the really huge kitchen dining area where you could also hang out with the big couch, etc., and we were all in the same place. Everybody loved the fire pits and the golf course view although we're not really golfers so that's not a priority. We just thought the view is beautiful. And we would definitely need to have. I think six bedrooms would be awesome. We don't need a lot of extra spaces like game rooms although everyone does love to watch movies so theater is pretty cool. And we are interested in either sharing this property with a very few amount of people so that we could bring our family down regularly or if we could possibly afford it outright owning our own, but whenever the house is not being used, we would love to have a rental management company that took care of all of the business side of that, including like the cleaning, etc. My name is Dawnita Hendricks and you can always text me at this phone number. We are a little ways out and be able to make this new dream come true for us so I definitely don't expect or even want you to waste too much time until we could be a lot more serious. But if you could give us an idea of how much we would need to budget to kind of make most of our wish list come true that would be amazing. I hope you have a great day!

Call
Sep 2, 10:51 AM

outbound

Email
Sep 2, 10:37 AM

Sent: Welcome to Team Red Rock!

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