How to pick up a lead in the Lead Pool?

How to pick up a lead in the Lead Pool?

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


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