What is Lead pool?

What is Lead pool?

What is Lead pool?

Understanding the Lead Pool

Lead Pool Feature:

The Lead Pool allows Managers and Admins to add existing leads to a common pool, visible to other agents. Agents can then assign leads to themselves, enhancing lead management efficiency.

Customising the Lead Pool:

  1. Enable Lead Pool:

    • Go to Admin -> Profile -> Leads tab and set ‘Lead Pool’ to ‘Enabled’.

  2. Access Control:

    • Allow agents to view or limit the number of leads they can pick from the pool.

Why This Matters:

The Lead Pool ensures that leads are handled by the most appropriate agents, increasing the chances of successful conversions.

Tags:

Lead Management, Lead Pool, Efficiency, Agent Assignment, CRM Processes


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