Introduction

The Contact Detail Page is one of the most important pages in LoftyWorks. It is where all information about a contact is stored, viewed, and managed in one place.

A contact can represent anyone you work with, such as a tenant, landlord, buyer, vendor, or contractor.
The Contact Detail Page gives you a complete view of their details, communication history, related properties, documents, and activity. Access and editing depend on your user permissions.

Summary

• Accessing a Contact Detail Page
• Contact Detail Page Overview
  • Left Panel – Header Information
  • Left Panel - Details and Assigned to
  • Tabs on the Contact Detail Page

Accessing a Contact Detail Page

Via the Contacts Page

1. Go to the CRM > Contacts page

2. Use contact type tabs or filters to find the contact

3. Click the contact’s name

You will be taken directly to their Contact Detail Page.

Via the Search Bar

You can also use the search bar at top to find a contact by:

• Name

• Email

• Phone number

• Property

• Note

Click the contact’s name in the results to open their detail page.

Contact Detail Page Overview

The Contact Detail Page is divided into three main areas:

Left Panel – Header Information

Contact Name & Type

At the top-left of the page, you’ll see:

• The contact’s name

• One or more contact roles, such as:

  • Buyer

  • Vendor

  • Tenant

  • Landlord

  • Contractor

  • Other

• Segment

Edit Details, Send Welcome Email, Delete Contact

Using the ... options menu, you can:

• Edit contact details (name, phone, email, address)

  • You can add a maximum of five email addresses to a contact
  • You can add a maximum of five phone numbers to a contact

• Delete the contact (subject to permissions)

• Send Welcome Email. For more information regarding the Welcome Email, see Set Up the Welcome Email.(link)

Change Segment(s)

• A contact can belong to as many segments as you would like
• Keep in mind that adding a contact to a new segment could trigger a Smart Plan if that is how you have them set up (see Smart Plans)

Call, Text, and Email

*IMPORTANT: You will need the Dialler Package to use the "Call" feature and a Text Package to use the "Text" Feature. For more information please see Add Call or Text Packages.(link)

Call

Calling via the contact profile would fit into the category of "Click to Call" functionality. You can learn more about how this process works by reviewing the following article: "Click to Call" Function. Click on the "Call" button, or you can choose the drop-down to choose a specific number to dial:

Text

To text via a contact profile, hit the "Text" button or click the drop-down to choose the number you want to send a text to. To learn more about sending texts in LoftyWorks, refer to Texting via LoftyWorks.

Email

Click on the "Email" button to send an email to this contact. 

• By default, the email will be sent from your integrated email address.
• If you see a pop-up appear that says you need to connect your email account, but you do not plan on doing so, you can close out of the pop-up and click the "Email" button again to send the email from the @loftyworks.me email address.

Left Panel - Details and Assigned to

Details

The Details section contains core information about the contact, including:

You can edit these details by clicking the Edit icon at top right.

You can also add more phone numbers or email addresses to a contact by clicking on the + icon that appears when you hover over an existing one:

Social Network Info

This field is auto-generated based on a third-party source integrated with LoftyWorks. This service will attempt to populate social media profiles for the contact's email address, etc. If none populate, it might be due to privacy settings on that social platform. 

You can always add social network info manually by clicking on the Edit icon.

Assigned to

The Assigned to section displays who is assigned to the contact, you can change the agent with the down arrow icon at right side.

Quick Switcher

The Quick Switcher, located in the bottom-left corner of the page, allows you to quickly navigate to the previous, next, or any contact’s detail page. Selecting Back to List at the bottom of the switcher also returns you to the Contacts List page.

 

Tabs on the Contact Detail Page

Below the main information about a contact is organised into tabs so you can easily know about the contact.

Overview

The Overview tab includes three major areas:

• Notes

• Timeline

• Tasks and Appointments

Please reference Contact Overview Tab for more information about these three areas.

Properties

The Properties tab displays properties associated with the contact. From here, you can view property details or add new properties (+ icon at top-right) linked to the contact.

Please reference Contact Properties Tab(link) for more information about this tab.

Searches

The Searches tab records buyer or tenant preferences, including:

• Preference Profiles (location, price range...)

• Viewing

• Offers

Please reference Contact Searches Tab(link) for more information about these three areas.

Deals

The Deals tab displays Sales Progression or Lettings Application associated with the contact.

Please reference Contact Deals Tab for more information about this tab.

Documents

The Documents tab stores files linked to the contact.

Please reference Contact Documents Tab for more information about this tab.

Automations

The Automations tab allows you to view and manage:

• Property alerts

• Smart plans

Please reference Contact Automations Tab(link) for more information about this tab.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.