How to pick up a lead in the Lead Pool?

Assigning Leads from the Lead Pool

Steps to Pick Up Leads:

1. Access Lead Pool:

• Go to the Leads screen and select the Lead Pool tab.

2. Assign Lead:

• Click 'Assign to Me' on the desired lead.

Why This Matters:

This process ensures that unassigned leads are quickly taken up by agents, minimising response time and improving client engagement.

Tags:

Lead Management, Lead Pool, Assign Leads, CRM Processes, Client Engagement