Creating a Lead Pond

A lead pond is perfect for teams who have a selection of leads that any agent can claim and work on. 

When an agent has free time, or is looking to pick up a few more leads, they can simply go into the "Pond" and take what they like. 

You can create a Lead Pond for your team in just a few easy steps:

Assign Leads to the Pond

  • Create a Custom Stage Called Pond (This is done from the account owner login.)
  • Use Mass Actions to Put Leads in the Stage of Pond

Create a Smart List

  • Create a Smart List by Filtering for Stage (Stage Include Pond)
  • Tick the Box to "Share List with Team"

Add Collaborators

  • Use Mass Action to Add Every Team Member as a Collaborator

How to Claim a Lead from the Pond

  • Go to Pond Smartlist
  • Open the Lead Profile of the Lead You Choose
  • Assign to Yourself
  • Update Stage
  • Remove Collaborators (Optional)