As you are using lead routing and assigning leads, Rainmakers and member agents have the ability to send leads back to the unassigned Lead Pool using the Command App. The Lead Pool then gives the team the ability to see which leads are unassigned and the ability to claim them, which will make the claimer assigned to that lead.
- Click here to learn how to access your team's Lead Pool in Command.
- Click here to learn how to access your team's Lead Pool in the Command App.
- Click here to learn how to claim a lead.
Rainmakers (or associates with Unlimited or Enhanced permissions) have the ability to send any lead that is owned by the team (regardless of assignee) to the Lead Pool, and team members can send any team owned leads that are assigned to them to the Lead Pool.
|
If the lead is owned by someone on the team (even if you own the lead), the system will not let you send it to the Lead Pool. You must first release ownership of the lead to the team, then you can send it to the Lead Pool.
|
To send leads to the unassigned Lead Pool using the Command App:
1. Log in to the Command App with your KW login credentials.
2. If you have your personal Command account selected, tap your profile picture, at the top left of the screen, and select your team Command account from the menu.
3. Tap the Contacts icon, , at the bottom of the home screen.
4. Tap the ellipses icon, , at the top right of the screen, then tap Select Contacts. Select up to 500 contacts, then tap the bulk actions ellipses icon,
, at the bottom right of the screen, and select Send to Lead Pool.
You will now be able to find these leads in your team's Lead Pool where agents on your team can claim them.
- Learn how to access your team's Lead Pool in Command.
- Learn how to access your team's Lead Pool in the Command App.