Lead Pools

Used in these workflows

• Work a Fresh Lead Through to First Deposit
• Request a Lead from a Pool
• Set Up Your Sales Process
• Assign, Reassign, and Unassign Leads
• Bulk Import Leads

• Description: Lead Pools are groups of leads assigned to specific teams or campaigns. They help you distribute leads effectively and ensure the right team members are working on the right leads.
• How to create and manage:
  1. Go to Leads -> Admin Settings.
  2. Click on the Lead Pool card.
  3. Click the + Create button.
  4. Enter a Name and Description, then assign users or teams.
  5. Click Submit to save.

Figure: Lead Pools

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