Lofty Teams Overview and Settings

• Related Articles

• Lofty Teams Training

• Teams and Team Deductions

  Creating a team Once team deductions are created as a Brokerage template, you can apply them to specific teams. Go ahead and create a team in the Brokerage Menu under 'Teams'. Click on the '+New' option to create a new team. Enter the primary Agent ...

• QuickBooks Online Settings/Mapping

  In Article Navigation can be found to the right of this article or via the buttons below Settings/Mapping Sections Bank Account Mapping G/L Mapping Tax Type Mapping Add Posting Schedule Office Mapping Chart of Accounts In this article we will outline ...

• Profile Settings

  In the top right of the app is the My profile Settings area. This area homes the following: Your Profile/Notification Settings and Sign out area Access to our KnowledgeBase In-App Notification bell Profile/Notification Settings To access this area, ...

• Managing your Notification Settings

  To manage or change which notifications you're subscribed to and how you'd like to receive them, click the dropdown arrow next to your name in the top right of the app and then click Settings. Notifications can be received in three ways: In-app: You ...