Have you heard about Lead Pools?

Hi guys,

Staying on top of leads can feel like a full-time job (on top of your actual full-time job)! That’s why I want to highlight Lead Pools, a REW CRM feature designed to give you a bit of breathing room while streamlining your lead management.

With Lead Pools, you can manually or automatically give agents quick access to unassigned leads, letting them select the ones that fit best with their experience and preference. This help match clients with the most suitable agents, get the conversation going faster, and keep things fair!

Here’s a quick overview on how to set it up:

  1. Log in o REW CRM.
  2. Click on My Setup and head to Pools under Organize.
  3. Hit “+ New Pool” and add a name, description, and color label.
  4. Add agents to the Pool, and click Save.

If you’re a Super Admin, you can grant permission to agents so they can add, edit, or view Pools.

Check out our blog post for the full details! And watch the Lead Pools walkthrough video on REW Academy for a full step-by-step setup guide.

We’re not done developing tools to support you, so I would like to know your biggest challenges with lead management, or your workflow. Please let me know what tools you need to make your work life easier!

Shout out to @staciestaub for requesting this feature - so beneficial for agents who have extra time and are willing to put in the work in the database.

1 Like

Do big brokers typically rotate leads or throw them all into a pool and it’s first-come-first serve?

Hi @jolenta! I think it all depends on what fits their team’s style best, but generally, I’d say lead pools work well for re-engaging old leads, while new leads often get rotated. But honestly, I think you’ll see a bit of both approaches out there! What do you think @Morgan?

Hi @daphnebartal, great to hear from you! We’ve added Pools as an option for routing rules. Just head over to Settings> Leads> Routing then select any of your existing routing rule. Under Assignment, you’ll find an option to direct new leads to Pools. Let us know if it works for you!