The "Lead Pond" is a location for storing leads that are not assigned to a specific agent. Users given permission to use the lead pond will have access to claim leads and pull them out of the lead pond. Some teams prefer to use this as an alternative distribution method instead of Next Up, Round Robin, or Blast Alert in lead routing rules.
To begin using the lead pond or adjust its settings, navigate to Settings > Features > Lead Pond. The only users who can access this section in the settings are those with the "Manage Team" permission (see Team Permissions).
Permission to Access
A permission has been added that allows the Team Owner/Admin of an account to determine who should have access to the actual lead pond. Access includes putting leads in the lead pond, taking leads out, and viewing leads in the lead pond. This setting is located under Settings > Team > Agent > Agent Permissions > Lead Pond.
When you set up auto emails to the leads that are in the Lead Pond, the system will use the predefined settings to send the emails. The name, email, and phone numbers will be shown in the auto emails.
This setting will allow for an option to be selected to clear all "Assigned To" roles (except the lender role) when a lead is assigned to the lead pond:
Importing to Lead Pond
Currently, you are unable to import directly to the Lead Pond. If you have a CSV import that you would like to place into the Lead Pond, you would have to (a) import the CSV and then (b) manually assign all of those leads to the Lead Pond.
Auto Emails / Auto Texts
*IMPORTANT: If a lead is on a Smart Plan that is set up to send auto email and texts, it will use the usage of the Team Admin/Owner. Keep this in mind if you plan on keeping leads on nurturing Smart Plan campaigns while in the Lead Pond as it will affect the available usage for the Team Admin/Owner.
*IMPORTANT: Please note that currently calls/texts/etc. done by agent users to leads that reside in the lead pond are not counted on agent/team accountability reports.
*IMPORTANT: Please note that currently, the Lead Pond is not available on the mobile app. Mobile support will be added in the future.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.