Release
Put a lead in the pool.
Use it for unassigned leads, or when someone is on leave.
Lead Pool
No lead left waiting.
Release it. Your team claims it.
Someone is away. A lead is waiting. Release it, and the next salesperson picks it up.
Highlights
Claim
First come, first served.
Any salesperson can claim a lead from the pool. The first to claim it gets it.
Privacy
Details stay hidden until claimed.
Before claiming, a rep sees a first name, the channel and how long it has waited. No phone number and no messages.
No dead ends
Ignored claims go back.
Claim a lead and do not reply in time, and it returns to the pool automatically.
How it works.
1
A lead needs an owner.
Leave it unassigned, or release it from the manager view.
2
Salespeople claim.
Leads appear in the pool with a first name, channel and wait time.
3
It gets answered.
If the claim goes quiet, the lead returns to the pool.
1st
to claim gets the lead
0
phone numbers shown before claiming
Auto
return if nobody replies
Frequently asked questions.
Who can release leads to the pool?
Owners and managers.
What does a rep see before claiming?
A first name, the channel and how long the lead has waited.
What if someone claims a lead and goes quiet?
It goes back in the pool automatically.
Can I limit how many a rep claims?
Yes. Managers can set a daily claim limit per rep, or use the company default.
What about people on leave?
While someone is on leave they cannot claim from the pool.
Keep every lead moving.
Tell us about your team and we’ll set it up around you.