Do you have leads assigned to agents who are just too busy to prospect them properly? Every single lead that isn’t actively nurtured is a wasted opportunity to close a potential deal. We built Lead Ponds to help you group those leads into opportunities for your team to actively grab and work.
Note: Ponds are available on accounts with more than one user. Check out Best Practice: Ponds to learn how to close more deals with ponds.
How it Works
How to Create, Edit, and Delete Ponds
Create a Pond
1. Go to Admin > Ponds > + Add Pond
2. Name the Pond
3. Select the Pond Lead
Note: Action plans and 3rd party systems will use the pond lead's name as the assigned agent.
4. Select the desired Team Members to have access to the pond > Save Changes
Edit a Pond
1. Go to Admin > Ponds and click the Pencil Icon
2. Complete the desired changes > Save Changes
Delete A Pond
1. Go to Admin > Ponds and click the Trash Icon
2. Select an Agent to reassign leads to > Delete Pond and Reassign Leads
Note: The pond name will be added as a tag to all reassigned leads.
Tip: If you want leads assigned to another pond, use Mass Actions to reassign leads before deleting the pond.
Action plans will continue to run. The Pond Lead Agent will be used for the "Agent assigned to the contact". See Action Plans Overview for more information on action plan options.
Phone Call/Text & Emails will route to whom they are connecting directly. For an activity such as a new property inquiry, we will notify the Pond Lead agent for that Pond. We are actively researching how best to incorporate First To Claim or Round Robin with the Pond.
No, but this is something we are considering how best to show this information for reporting.
Not yet, but this is something our automation team is researching.
Agents - Can assign leads only to the ponds they have permission to... Agent as Contributor - They can only assign leads to the ponds they have access to for that lead. Admin - Access to all ponds and edit control of the pond. ISA / Account - Access to all ponds Team leader of a Team - Access to team ponds they have access to but they can't see other teams' lead ponds.
No, Leads in your Ponds do not count towards your everyone's view total counts and you will notice the number decrease as you move leads into Ponds. When moving Leads to a Pond you will see the everyone count change to reflect the Lead's move to a pond.
Our partners will need to review how best to incorporate Ponds into their systems but it's fairly simple. When they query the /people API endpoint records in a Pond will be excluded by default. In order for them to retrieve results, they will have to add the parameter 'includePonds=1' to the query string. This does not impact requesting a specific lead /people/:id will work as usual it is just requesting a list.