Lead Pool

Fair lead distributionwith no manual scrambling

Lead Pool places new leads in a queue and hands them to sales in turn on a first-in-first-out basis, instead of leaving the whole team to grab leads off a shared board.

Book a demo See how leads are distributed

Leads enter a fair queue and are handed out on a first-in-first-out basis
A distribution log lets managers review the entire history

Lead Pool

Explore the features

From the moment a lead enters the system to being assigned to sales and logged, every step is visible to managers.

Lead Pool overview screen — Lead Pool overview
See leads waiting, leads distributed and the team's distribution rate on one screen.

List of leads waiting in the Lead Pool — Leads in the queue
Track each lead waiting to be distributed and how long it has been in the queue.

Configuring which lead sources feed into the Lead Pool — Lead source configuration
Choose which lead sources (ads, webchat, customer lists) automatically feed into the Lead Pool.

Lead distribution log in the Lead Pool — Distribution log
Review the full history of which lead was assigned to which salesperson and when.

Team report on leads received from the Lead Pool — Team report
Compare the number of leads received and response speed across team members.

General Lead Pool configuration — Lead Pool settings
Set the distribution rules and the list of sales eligible to receive leads.

A lead's journey from source to salesperson

A lead can arrive from many different sources, but every one passes through the same fair queue before reaching a salesperson.

Facebook Lead Ads
Zalo Ads Lead Form
TikTok Lead Gen
Website webchat
Imported customer lists
Fair queue (FIFO)
Assigned to sales in turn
Distribution log
Team report

Overview

One screen for the whole lead distribution activity

Managers instantly see how many leads are waiting in the queue, how many were distributed today and each salesperson's response rate, with no manual tallying.

Leads enter the Lead Pool from multiple sources and are then distributed to sales through the fair queue, ensuring every lead is picked up and answered quickly.

See leads waiting and leads distributed on one screen
Lead Pool distributes leads through a fair (FIFO) queue
A transparent distribution log for managers

Screen for configuring lead sources feeding the Lead Pool

Lead source configuration

Choose which lead sources automatically feed the queue

Managers choose which lead sources (ads, webchat, imported customer lists) automatically feed into the Lead Pool as soon as a new lead arrives, with no manual transfer.

Gathering leads into a single queue helps avoid a source being overlooked or leads being distributed unevenly among sales.

Choose lead sources (ads, webchat, customer lists) feeding into the pool
New leads enter the pool the moment they appear, with no manual transfer
Avoid leads being missed or unevenly split across sources

Log & report

Transparent down to every lead, every assignment

The distribution log records which lead went to which salesperson and when, letting managers resolve disputes or check quickly whenever needed.

The team report summarizes how many leads each salesperson received and how fast they responded, making performance easy to compare across the team.

Review distribution history by lead and by salesperson
Team report compares leads received and response speed
Helps managers resolve disputes or check quickly

A fair queue

Leads are distributed in turn on a first-in-first-out basis, with no scrambling.

A transparent log

Every assignment is logged so managers can review it any time.

Compare team performance

The team report shows leads received and response speed for each salesperson.

Explore other solutions

See how your leads get distributed fairly

Book a demo so the ZCRM team can walk you through configuring lead sources and reading the distribution log.

Book a demo