Скачать или смотреть Lofty CRM Q&A: Setup, Imports & Automation Explained | CRMOFCHOICE

🙋 New to Lofty or switching from another CRM? This open Q&A session tackles the most common questions from EXP agents—covering setup, lead imports, MLS connections, texting, API keys, and how Lofty automation makes follow-up easier.

Phil walks through practical answers about transitioning from KV Core, setting up websites, importing leads with tags, using smart plans, and texting best practices. Agents also get clarity on API use, phone numbers, and how Lofty integrates with outside lead sources.

🔑 Tactical Takeaways:

Use the guided setup + EXP Toolkit to activate your Lofty account.

Import leads from KV Core or CSV—tags and data map easily into Lofty.

Automate with Smart Plans: drip emails, texts, and task scheduling.

2,000 monthly texts included; upgrade with a personal smart number if needed.

API keys and email parsing connect Lofty to almost any lead source.

💬 What’s your top question about Lofty—setup, imports, or automation? Drop it in the comments and let’s discuss!