Published at: 2026-09-17
Reclaim leads
Reclaim overdue or inefficient Leads.
Overview
Lead reclaiming is an administrator-driven recovery mechanism.
When sales reps do not follow up in time, leave the company, or cannot convert Leads effectively, administrators can forcibly reclaim Leads to release resources.
This helps every Lead receive efficient follow-up.
Before you start
[!IMPORTANT] - Role permissions: The current employee must be the Lead pool administrator of the Lead pool that owns the Lead. - Lead status: Only Leads with a confirmed Owner and a status of Pending, In Follow-Up, or Invalid can be reclaimed. Voided or Converted Leads cannot be reclaimed.
Steps
- In the main menu, go to CRM > Lead Pool.
- On the left side of the page, select the target Lead pool.
- On the list page, select one or more Sales Leads to reclaim.
- In the action bar above the list, select Reclaim.
> [!NOTE]
> You can also open the target Lead details page, click More in the upper-right corner, and select Reclaim. - The system shows a confirmation prompt. It indicates that the Owner is cleared after reclaim.
- Click Confirm.
[!NOTE] After reclaim, the Lead Owner is empty and the Lead returns to an assignable status.
Expected results and verification
- The selected Sales Leads are reclaimed from the sales rep.
- The Owner field of each Lead is cleared.
- Lead status changes from the original status to Not Assigned.
- The Lead returns to the public pool for another pool member to claim or for an administrator to assign. The original Owner receives a notification.
Troubleshooting
- If the operation fails, check permissions, object status, and target scope first.
[!NOTE] Glossary alignment:Assignment Status,FAQ.