Published at: 2026-09-17
Search and claim lead pool leads
View and claim Lead pool Leads in the frontend.
Overview
Sales reps can search and filter prospect records in public or shared Lead pools to enrich their private customer base.
A fast and fair claiming mechanism helps high-quality resources get developed efficiently.
Before you start
[!IMPORTANT] - Role permissions: Sales rep or key account sales. - Prerequisite setup: You are a member of the target Lead pool, and the Lead pool allows members to view or claim Leads. - Dependency: The target Lead belongs to a Lead pool and has the Not Assigned status.
Steps
- In the main menu, go to Lead Pool.
- In the list on the left, select the target Lead pool.
- In the search bar, enter keywords to search for Leads.
- Use filters to narrow the Lead scope.
- Select one or more Leads with the Not Assigned status.
- Above the list, click Claim.
- In the confirmation dialog, click Confirm Claim.
Expected results and verification
- The selected Leads become your private Leads.
- The Lead Owner is automatically updated to your name.
- Claim records count toward your current Lead holding quota.
Rules
- If the Lead pool type is Not visible to employees, assignable by administrators, members cannot view the Lead pool in the frontend.
- Administrators can control which fields members can see before claiming through public field settings in the Lead pool.
- If the Lead pool does not allow members to claim Leads, contact the Lead pool administrator for assignment.
Troubleshooting
- If the operation fails, check permissions, object status, and target scope first.
[!NOTE] Glossary alignment:Administrator Assignment,FAQ.