open house follow up / outreach plans

21d • Lofty

Hey Sean,

Being new to Lofty we have a million+ questions, instead of emailing you directly we figured we’d post here!

In the attached screenshot, we’re looking at a lead from a recent open house. On the open house form, we intentionally deselected the “send welcome email/text” option because we wanted to follow up with these leads personally rather than having the system initiate contact.

However, we’re now seeing that the lead is still being followed up through an “Outreach Plan by Sales Agent,” and we’re not sure why that was applied or what specific actions it’s triggering.

Could you help us understand:

-Why this Outreach Plan was assigned despite disabling the welcome message

-What actions this plan is currently executing, and how to get a clear picture of what is being sent to the lead

-How we can prevent any automated follow-up when we want to handle outreach manually

More broadly, we’d love guidance on how to simplify and better control this process so it’s fully aligned with how we want to manage open house follow-ups, which are often fluid as sometimes we do want automated follow up, and sometimes we don't.

Thank you!

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