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

8 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
CallEmail Oct 16, 1:54 PM
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
SMSOpen lead
Open

Active Lead

Whitney Hendershot

New Leads
Task
Call Lead (3-4 hours after 1st call)
Area
Washington, UT
Budget
$320,000 - $480,000
Assigned
Larry Brock
Email
whitneyalyce.matson@gmail.com
Phone
8013812154
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
Oct 16, 1:54 PM

Sent: [Price Reduced & Status Changed] 7 New Homes for Whitney: 1360 E Telegraph ST 26, and more!

Email
Oct 13, 8:24 AM

Sent: [Price Reduced] 1 New Home for Whitney: 935 N Slow Creek Lane LN

Email
Oct 10, 1:58 PM

Opened: [Price Reduced] 1 New Home for Whitney: 1050 W Red Hills Pkwy 40

Email
Oct 10, 1:58 PM

Sent: [Price Reduced] 1 New Home for Whitney: 1050 W Red Hills Pkwy 40

Email
Oct 9, 2:33 PM

Sent: [Price Reduced & Status Changed] 6 New Homes for Whitney: 1360 E Telegraph ST 26, and more!

Email
Oct 6, 8:32 AM

Sent: [Price Reduced & Status Changed] 7 New Homes for Whitney: 250 E Arrowweed WAY, and more!

SMS
Oct 4, 8:42 PM

Hi Whitney, this is Larry Brock with Red Rock Real Estate in Southern Utah. You registered on our website looking at properties in the area and I wanted to connect to see if there are any you would like to go see this week. What days are good to go see them? Reply with "unsubscribe" to opt-out of future text communication. This message is sent from Larry Brock from .

Call
Oct 4, 8:40 PM

outbound

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