A shared pool of unassigned or long-untouched customer resources. Three entry/exit mechanisms — rule-based auto-recycling, manager-directed assignment and active claiming by reps — eliminate the waste of "a customer being held by one person without follow-up."
The customer pool isn't a simple recycle bin — it's the resource dispatch center for the sales team
Days without follow-up / days without a deal / proactive return by the customer — three rules can be combined, with auto-recycling back to the pool on expiry
Reps browse the pool and claim suitable customers into "My Customers" in one click; set per-person daily limits to prevent deal-grabbing
Sales managers bulk-select pool customers and assign them to specific reps by team / region / industry, for precise resource distribution
A rep who finds a customer unsuitable can state a reason and return them to the pool, so other team members can keep following up
Each pool customer keeps tags / source / industry info, making it easy for reps to filter and claim — not a disorganized mishmash
Before claiming, view the customer's follow-up history, who the previous owner was and why they returned to the pool, avoiding repeated detours
Recycle Countdown by Grade
In the past, reps would claim a customer and then go quiet, and managers had no idea which customers were idling. Now configure "auto-recycle after 30 days without follow-up," and expired customers automatically enter the pool, ready for anyone on the team to claim.
Import 500 trade-show cards into the pool, and a manager handles "East China region to Zhang, North China region to Li" in two clicks — no more dividing lists in Excel.
800 cards from a 3-day trade show are imported into the pool, and a manager assigns them in batches to 8 reps by industry / region.
A rep leaves with 50 customers untended; HR releases them into the pool in one click, remaining reps claim them, and no customer resource is lost.
Customers untouched for 60 days auto-recycle, and new team members practice "re-development" on them, unearthing repeat-deal opportunities.
When the North team hits KPI but the South lags, a manager directs the North pool's customers to the South for dynamic resource balancing.
Once claimed from the pool, customers enter "My Customers" and formal follow-up begins
The same resource-pool mechanism, but for the early lead stage
Full-lifecycle customer management, with the pool being a key link
Visualization of pool capacity / recycle frequency / claim conversion and more
Replace rule-by-person with rule-by-system, and get customer resources truly circulating