How do I accept someone from the Lead Pool?

If you are looking for new leads, Lead Pool can help you find someone. To see who is available in the lead pool and accept them:

1. Click the drop down in the upper left hand corner.
2. Click on Leads under CRM.
3. Toggle My Leads to Lead Pool by clicking the button.
4. If it looks like a good fit, click Accept.

Once you accept the lead, you will be responsible for their transaction. The agent who posted the lead in the Lead Pool may have asked for a referral fee. Be sure to review all of the information before clicking accept. A history of who has the lead will be recorded to keep an accurate log of who interacted with the lead and when.

Updated on: 11/04/2019