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When a contact in the KW Command Database is marked as a lead, agents on the team can "claim" leads from the lead pool. Here's How.

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When a contact in the KW Command Database is marked as a lead, agents on the team can "claim" leads from the lead pool. Here's How.

When a contact in the KW Command Database is marked as a lead, agents on the team can “claim” leads from the lead pool. Here’s How.

  • The Team Name must be selected (by the profile up top).
  • Contact must be marked as a lead.
  • The agent on the team can click Claim Lead to Claim that contact.
  • The rainmaker will now see “Assigned” with the agent name next to it.
  • The rainmaker can see notes the agent makes in the record.
  • If the agent on the team decides to, they can release it back to the lead pool.
  • There is no notification if the contact assignment being moved.
To Access the KW Command Lead Pool, be sure the name is selected next to the profile.
To Access the KW Command Lead Pool, be sure the name is selected next to the profile.
Provided the contact record is marked as a lead, it will appear in the Lead Pool. An agent on the team can see the leads in the pool and click Claim Contact to work on that lead.
Provided the contact record is marked as a lead, it will appear in the Lead Pool. An agent on the team can see the leads in the pool and click Claim Contact to work on that lead.
When a contact in the KW Command Database is marked as a lead, agents on the team can “claim” leads from the lead pool. Here’s How.

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