Overview
A 'pond' is a group of leads that multiple Agents can work. Pond accounts help create healthy competition among Agents, and should give newly added Agents a source of leads to draw from.
Please Note: Only Admins are able to create and manage pond accounts. Agents can only be added as members of the pond and view/claim the added contacts.
To learn how to create a pond account, click here.
Working in a Pond
Any pond accounts you may be associated with will appear along the top of your Contacts tab in BoldTrail. You can differentiate between your saved filters and pond accounts because ponds will have a water droplet next to their name.
Both Admins and Agents can click into a pond and see the list of currently added contacts along with the pond's analytics across the top.
You can filter through this pond's contacts by using the filters panel on the left or search like you normally would in your own contacts list. Agents do not have any mass action options, however; only an Admin can mass email/text the pond's contacts or export a list of them.
Claiming a Contact
There are 2 ways for a pond contact to be assigned to an Agent:
The Admin assigns the contact directly to an Agent who is a part of the pond.
An Agent claims a contact from the pond.
Admins can quickly assign out pond contacts by using the "Assign" button in the Actions column to the right.
Agents can easily claim a pond contact by clicking on a contact's name, reviewing their details and Timeline, and then clicking the blue "Claim Contact" button in the bottom left of their contact record.
TIP: Check out the last time a lead visited the BoldTrail website with the 'Last Visit' column within the pond.
You can see all the claimed and unclaimed contacts in a pond by checking the Claimed By column on the right.
Unclaimed contacts will show as assigned to whoever was appointed at the main pond user. This means that all communications sent to contacts in this pond account will come from this Agent and include their profile information for the contact to respond to.
Please Note: If no Assigned Agent was chosen, the pond Admin will be the default. This means all contacts will show as assigned to them until claimed.
TIP: Admins should inform the pond's Agents who was appointed as the main pond user to avoid confusion when claiming contacts.
Claimed contacts in the pond will remain visible in the pond, but Agents will also see these contacts in their main CRM list as well. When an Agent claims a contact any automation they have set up for their account will automatically apply to this contact.
This means that a default Smart Campaign can apply to this claimed contact and behavioral automation can be triggered if it is enabled. A Smart Campaign added by the pond's Admin will be automatically removed once the contact is claimed.
Adding a Contact
There are 3 ways contacts can be added to a pond:
Pulled in via filter or hashtag by Admin upon creating the pond account.
Manually transferred by an Admin or Agent.
Automatically added to the pond via lead routing rule(s).
For more information on the first option, click here.
Agents or Admins can transfer their personally owned contacts to the pond by checking the box to the left of the contact's name and using the More Actions drop-down to move them to a pond the user belongs to.
Please Note: Because the contacts in a pond fall under the Office or Team it was created for, you also transfer ownership of that contact when moving them to a pond. Once ownership of that contact has been transferred, it is irrevocable. Transferring a contact to an Office pond will give ownership of the contact to the Company, whereas transferring a contact to a Team pond will give ownership of the contact to the corresponding Team.
The Office or Team Admin for the entity a pond is under can set up a lead routing rule to automatically add New Leads to a pond when they are added to BoldTrail. Ponds cannot be added to a lead routing rule at the Company level.
Keep in mind that a contact can only be in one pond at a time - they will need to be removed from one pond if you would like it to be moved to another.
To learn more about lead routing rules, click here.
All you have to do is create a new lead routing rule or edit an existing one and make the pond a recipient of the leads you determine. You can route leads to a pond using their source, an associated hashtag, or deal type, among other options.
Please Note: A lead routing rule cannot contain agents AND a pond - it must be a single pond or agents.
Frequently Asked Questions
I am not the Pond Admin or Appointed Agent. Will Smart Campaigns continue to run for leads I send to a pond?
No. When an Agent transfers their contact to a pond - all prior Smart Campaigns from the original Agent will be removed from the contact. Eligible Smart Campaigns from the Admin or Appointed Agent will be assigned to the contact and run when added to the pond (until claimed).
I'm the Pond Admin or Appointed Agent. I'm assigning one of my own contacts to the pond. Will the Smart Campaigns continue to run?
Yes. As the Pond Admin or Appointed Agent, the leads you assign to a pond will have the same Smart Campaigns assigned to them, until claimed.
Can I create routing rules under the Company that include ponds?
No. Only Offices and Teams can add ponds to their entity routing rules.
I'm an Admin. An Agent was in an Office with a particular pond. They've since been moved to a different Office that does not have access to that pond. Will the agent still be a part of the original pond?
No. If an Agent/pond member is removed from the pond’s entity, later on, they will also be removed from the pond.
I'm an Admin. There is a lock next to my name or another Admin's name in the pond settings. Why?
Pond Admins cannot be removed from the pond. Agents or other Admins who have been added can be removed, by the Admin who created the pond cannot.
Why am I able to view the leads within a Pond, but all actions are disabled?
Unless you are a Company Admin, you will not be able to perform any actions on a Pond lead if you have not claimed the lead.
I have pond contacts. How can I differentiate between those and non-pond contacts in my Contacts tab?
When in the Contacts 'All Contacts' section, the pond icon will show under the pond column. Hovering over the pond icon will show the name of the pond they belong to.
How can I turn off notifications?
You can turn notifications off from the pond 'Notifications' section.
What happens if a pond is deleted?
When an Admin deletes a pond there are 3 options for the unassigned contacts.
Force Assign Contacts - A particular Agent or entity chosen by the Admin.
Round Robin to All Agents - The contacts will round robin to all Agents within the pond.
Delete All Contacts - All unassigned contacts will be permanently deleted from the account.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!
(Keywords: pond, ponds, claim)