To view the full details of a pool that has been created navigate to:
Pools > Click on the eye icon to view / Click on the pencil icon to edit
Once you click on the eye icon/ pencil icon you will be able to:
Pool Details
Name
Default Agent
Default Manager
Reference
Campaign
Country
Tags
Description
Archived
Pool ID
This Pool ID can be used on landing pages and auto-assign agents on customers and leads (NEW)
User can search for a pool ID in the filter section (NEW)
Adding a column called Pool ID can now be added in pools (NEW)
This pool ID is available in the public API and can be used to assign new customer and leads to the specific pool
View / add / remove agents
View / add / remove managers
View the leads in that pool alone with:
assign / reassign them
move them to a different pool
remove them from the pool
see if they are converted to customers
view the lead’s / converted lead’s profile details
filter by:
various marketing parameters
import batch or assigned agent
email, name, phone number, country, status, created or assigned period etc