Lead Pools by Real Estate Webmasters: The Key to Efficient Lead Distribution
As a busy real estate professional, keeping up with the flow of leads can be overwhelming. Every minute counts when a potential client reaches out, and missing that opportunity can mean losing out to the competition. With REW CRM's Lead Pools, you can efficiently categorize and distribute leads, ensuring that each lead is matched with an agent promptly.
What is Lead Pools?
Lead Pools gives REW CRM users a way to categorize and organize leads. Unassigned leads can be added to a pool automatically or manually, rather than sitting in wait to be assigned to an agent. From there, agents on your team who are ready to work with new leads can dive into the Pool, pick out the ones they want to work with, and assign them to themselves.
This creates a more efficient process for both agents and managers. Agents get the flexibility to choose the leads they want to pursue, while managers will have more bandwidth to focus on other crucial tasks. With this feature, you can facilitate faster lead engagement and keep your team motivated!
Selecting leads to be assigned to specific Pools.
Why Lead Pools Was Developed
Our team knows how detrimental inefficient lead management can be to your business. When leads aren't assigned quickly or fairly, it slows down your team and results in missed opportunities. That's why we created Lead Pools—to help you streamline this critical process so you can quickly engage with potential clients.
Plus, Lead Pools give agents quick and fair access to new leads that match their skills and interests, empowering them to select the best fits for their expertise. It's all about boosting team productivity and ensuring no lead is left behind.
Examples of Lead Pools on REW CRM.
Set Up Lead Pools
Are you ready to take your lead management to the next level? Follow these simple steps to get started:
Set Up Lead Pools
1. Log in to REW CRM.
2. Go to "Leads View" and click "My Setup."
3. Under "Organize," click "Pools."
4. Click the "+ New Pool" button in the upper right corner.
5. Add a Pool name, label color, and description.
6. Add the agents you want to have access to this specific Pool.
7. Click "Save."
One way to view the Pools you've created is by going to the "Leads View" and using the filter option. This shows you the available Pools and lets you filter to see all leads that have been added to a Pool.
Granting Access to Agents
If you're a Super Admin and want to give agents the ability to view, edit, or add Pools, follow these steps:
1. Log in to REW CRM.
2. Go to "Company" by clicking the menu option in the upper right corner.
3. Click "Agents."
4. Select the agent you want to grant access to.
5. Click the "Agent Summary" dropdown menu.
6. Select "Permissions."
7. Head to "Lead Privileges."
8. Choose the permissions to view, add, and edit Pools.
9. Click "Save."
Set Up Routing Rules for Lead Pools
Lead pools allows you to create routing rules to automatically assign leads directly to specific pools based on their form submission source. Here's how to set it up:
1. Log in to REW CRM.
2. Go to"Settings" and click "Routing."
3. Click the “+” button at the upper right screen to create a new rule.
4. Fill in the necessary fields and choose the Pool you want these leads to flow into.
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5. Select "Enable"and hit "Save."
Keep in mind that any routing rule where a lead is assigned to an agent will take priority over pool assignment. This ensures that your most important leads get the attention they need. Check out the Lead Pools instructional video on REW Academy for the visual guide.
Lead Pools walkthrough video on REW Academy.
Best Practices for Using Lead Pools
Once you've set up your Lead Pools, it's important to use them effectively to get the most out of this feature. Here are a few best practices to keep in mind:
- Keep Your Pools Organized- Maintain clear and consistent labels for each Pool so agents can quickly identify and access the right leads. Consider categorizing Pools by lead type, source, or urgency to streamline navigation.
- Monitor Pool Performance- Super Admins can track the effectiveness of Lead Pools by reviewing how long leads sit in the pool before being acted on. If certain leads are ignored, consider re-evaluating your lead distribution strategy.
- Adapt Pools to Changing Needs- Over time, the types of leads and sources may evolve. Regularly reassess your Pools to ensure they continue to meet the needs of your team and provide value for managing leads effectively.
By following these best practices, you'll ensure smoother lead management, foster a collaborative team environment, and help agents focus on the leads that best match their strengths.
A newly setup Lead Pool for unassigned leads interested in luxury listings.
Benefits of Using Lead Pools
Implementing Lead Pools brings a wealth of advantages for both individual agents and your entire team. Here are some key benefits you can expect:
- Enhanced Organization- Lead Pools allow you to categorize and organize leads more effectively, making it easier for agents to find and select leads that suit their strengths and preferences.
- Fair Access to Opportunities- Lead Pools promote fairness by giving all agents equal access to new leads. This transparency fosters a sense of teamwork and ensures that no agent feels left out of valuable opportunities.
- Empowered Decision-Making- Agents can choose leads based on their expertise and comfort level, empowering them to take ownership of their work. This autonomy can boost morale and motivation, leading to better performance.
- Improved Lead Engagement- By allowing agents to select leads that align with their strengths, Lead Pools can lead to higher-quality interactions. When agents engage with leads they are passionate about, the likelihood of successful conversions increases.
- Greater Accountability- When agents have the ability to choose leads from a pool, it creates a greater sense of responsibility. They know they are selecting leads that they believe they can convert, which encourages them to follow through more diligently and report their progress.
Learn More
Head over to the REW Forum to explore more ways to get the most out of Lead Pools. Connect with fellow real estate professionals, share your experiences, and discover new strategies to boost your lead management. If you're a client, feel free to also reach out to your Account Manager for personalized support.
We want to hear from you! Let us know how Lead Pools are working for you, and share any feedback. Your input helps us keep improving and building better tools for your success.
Lead Pools FAQ
Who can access and manage Lead Pools?
Super Admins have the ability to create, manage, and assign permissions for Lead Pools. They can also grant agents the ability to view, edit, or add to specific Pools, giving you control over who has access to which leads.
Can I create multiple Lead Pools for different types of leads?
Yes, you can create multiple Lead Pools based on different criteria such as lead source, location, urgency, and more.
How does Lead Pools improve response times?
By giving agents the ability to dive into pools and select leads immediately, Lead Pools reduce the time leads spend unassigned. This allows for faster follow-ups and ensures leads are contacted promptly, increasing your chances of conversion.