Pools are created so that leads (prospects/potential customers) can be assigned and or segmented correctly. This process is dependent on lead parameters for example, the language used by the leads and the campaign that generated the lead.
Pools are also created to increase the likelihood of successful conversion by being attributed to the most appropriate sales representatives. These factors include, how well the representative meets the needs of the lead, the representatives overall closing skills and previous experience in dealing with similar leads.
Permission: | Access: | Additional Permissions needed: |
|---|---|---|
Create Pools | Allows a user to create a new pool | Pools:
Users:
|
View Pools | Allows a user to see the pools he/she is assigned to | No additional permissions needed |
View Pool Access | Allows a user to see which agents/managers have access to the pools | Pools:
Users:
|
View All Pools | Allows a user to view all the pools | No additional permissions needed |
Update Pool Info | Allows a user to edit the pool’s details | Pools:
Users:
|
Assign Pool Access | Allows a user to assign agents/managers to the pool | Pools:
Users:
|
Revoke Access to a Pool | Allows a user to revoke access to a pool by agents/managers | Pools:
Users:
|
Delete Pools | Allows a user to archive pools | Pools:
Users:
|