Understanding and Using the Lead Pond Feature in Fello Platform

Welcome to your guide on the Lead Pond feature in Fello Platform, a powerful tool designed to streamline your real estate business.

What is the Lead Pond?

The Lead Pond in Fello Platform is a central repository of all unassigned leads in your account. These are potential clients who have expressed interest by filling out a form but haven't been assigned to an agent yet. 

How to Enable Lead Pond Access for Agents

Step 1: Go to the ‘Settings’ and then the ‘Users’ tab in your Fello Platform account.

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Step 2: Find the agent you want to give access to and enable the Lead Pond feature for them.

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Accessing the Lead Pond

  • For Agents:

    • If you have access to Lead pond, you will see the Lead Pond button on the Leads section in Home page. Contact your admin to get access to Lead Pond.
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    • Once you have access, you can view all available leads and claim the ones you want to follow up on. Once a lead is claimed, it will no longer show up in Lead Pond.

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  • For Admins:

    • As an admin, you always have access to the Lead Pond.
    • You can either leave the leads unassigned for agents to claim, or you can manually assign them to specific agents in your team.

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Looking to enable Lead Pond for your account?

If you're looking to enable the Lead Pond feature for your account please contact our support team.