Published at: 2026-09-17
Configure the partner lead pool
A Partner Lead Pool centralizes leads acquired by the upstream enterprise and distributes them to downstream partner users according to assignment, claim, and reclamation rules.
Before you start
[!IMPORTANT] - Confirm that your account can manage partner lead pools. - Confirm that the upstream enterprise has enabled the required Partner Connect application, roles, and business rules.
Configuration goals
- Add qualified leads to a dedicated partner pool.
- Control lead assignment, claiming, and reclamation.
- Allow partner sales users to claim and follow up on leads within their authorized scope.
Assignment, claim, reclamation, and retention rules help align lead inventory with partner capacity and reduce idle leads.
Configure the pool
- In the CRM, open Partner Lead Pool management.
- Create or select a dedicated partner lead pool.
- Define which leads enter the pool and how they are assigned.
- Configure claim rules for partner users.
- Configure reclamation rules for leads that are not followed up promptly.
- Save and enable the pool.
Verify the configuration
- View the pool with a partner user role.
- Confirm that the claimable scope is correct.
- Confirm that the upstream enterprise can assign a lead directly to a partner user.
- Confirm that a reclaimed lead returns to the assignable scope.
Expected result
Partners see only authorized leads, and leads move according to the assignment, claim, and reclamation rules.