Sales · The person who onboards and prices.
Claim a lead
A warm lead sits in the pool until one person claims it. If you do not act, it goes back.
Why this screen
Bob the plumber gets one call, not two.
You can
- Claim an unclaimed lead.
- See your claimed leads.
- Release one you will not call.
You cannot
- Claim a lead another person already holds.
- Leave a claim sitting past the point you said you would call.
Thirty minutes
Claim means you are about to call. If you cannot, release it. A held lead that nobody rings is how the pool stops working.