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When a record enters the system either via an automatedmarketing source, an API integration, or (if your rule defines it, an import),distribution rulescan be used to assign the record to the appropriate user at the right time. Distribution rules are optional. If you’d prefer for records to enter the system unassigned to then bemanually assignedor for your users to claim leads via the Unassigned Record Pool, then you will not want to have distribution rules defined in your system.
Unassigned records go to the “Record Pool.” Here, users that are in the roles of manager, director, or admin can see the list of eligible unassigned records and can choose the one they feel they have the best chance of converting. Regular users no longer have access to the record pool. These users can simply “Claim Record” to move it into their prospects to work or assign to the appropriate users that should work the records.
The record pool can be accessed by going to the water-looking icon in the gradient navigation bar. Users can view unassigned records and claim the record to work and remove that contact from the record pool. To avoid records entering into the record pool, createdistribution rules. Unassigned leads also are added to the place in which they were routed via the “Marketing Sources” settings page for your managers and admins to manually assign.
Finding the Record Pool: The record pool can be accessed by going to the water-looking icon in the gradient navigation bar.
Using the Record Pool: Here, users see the list of eligible unassigned records and can choose the one they feel they have the best chance of converting. Users can simply “Claim Record” to move it into their prospects to work.
The record pool is where unassigned records live whereas Shark Tank is where records go that have already been assigned, but neglected. You can create Shark Tank rules via the settings pages to define when records can appear in the Shark Tank to be stolen from the neglecting user.