RPLSales · The person who onboards and prices.
The pool
The pool is every warm lead that is not currently claimed, plus the contacts already held so you do not ring a duplicate.
Why this screen
You can work the list without stepping on another person’s call.
You can
- Filter to unclaimed.
- Check a name before you add one from your own list.
You cannot
- Add a duplicate of a contact already held.
- Delete someone else’s claim.
Your own list
If you met them at a site, check the pool first. If the name is already there, claim it if it is free, or leave it if someone else holds it. A second card for the same plumber is how two people ring.