The Lead Pool feature allows Managers and Admins to add existing leads to a common pool, which can be viewed by other agents, and if they find the leads requirements fit the property that they have, they can assign leads from the common pool of leads to themselves.
The feature is highly customizable, allowing you to decide whether Agents should have access to this pool, and even to limit the number of leads from the Lead Pool that can be assigned in a day.
The Lead pool feature increased efficiency in the lead conversion process, ensuring that leads that are moving slowly or ineffectively are being attended to by other agents who may stand a better chance of converting that lead.
This feature can be enabled from the Admin -> Profile screen, under the Leads tab. You can set the ‘Lead Pool’ setting to ‘Enabled’.
You can further customize the functionality of this feature by choosing to allow Agents to view the Lead Pool. Doing so allows them to assign themselves any leads from the Lead Pool. If it is preferred that Agents are not able to view the contact details for leads in the Lead Pool, simply select ‘Enabled without Contact Details’. This will ensure that they are able to view the contact details only once they have assigned the lead to themselves.
Another setting that can help restrict usage of the Lead Pool is the Lead Pool Limit. This limits the number of leads agents can assign to themselves from the lead pool each day. Set it to 0 for unlimited usage. The recommended setting is 5 or less based on the lead volume received. Higher limits can be used based on your company's strategy. Please note that the ‘Lead Pool’ setting needs to be enabled for the other related settings (Lead Pool for Agents and Lead Pool Limit) to be functional.