Leads from multiple channels — website forms, ad campaigns, SEO, trade-show cards, surveys — converge into the lead pool, then get smart-assigned by rule or actively claimed by reps, ensuring the team works fairly.
The lead pool is the hub of marketing-sales collaboration — fair in assignment, orderly in flow
Website forms, Douyin / Baidu ads, SEO entries, trade-show QR scans and Excel bulk import — five channels auto-converge into the lead pool
New leads are assigned to reps in round-robin to keep workload balanced; distribution conditions can filter by region / industry
Reps browse the pool and claim leads of interest; set per-day claim limits to prevent grabbing big deals
The system auto-scores by industry / company size / form completeness, so reps can judge priority before claiming
Leads not followed up within 3 days of claiming auto-recycle to the pool for other team members to keep developing
Once a lead is confirmed a valid customer after contact, convert to a formal customer in one click, carrying over all info
Leads by Channel
Baidu ads cost 5 yuan a click, trade-show cards 50 yuan each — leads are bought with real money. The lead pool ensures every lead is recorded, assigned and followed up, ending the "ads brought leads but sales never saw them" problem.
Lead assignment is the most common source of internal sales conflict. Three modes can be combined: auto round-robin for fairness, active claiming for initiative, directed assignment by managerial judgment.
300K in monthly ad spend with 500 website form fills/month, all entering the lead pool for round-robin distribution to reps.
800 cards from a 3-day trade show, imported into the pool and auto-assigned by industry to the right specialist reps.
High-quality leads who fill in a form after reading the blog are directed by the marketing lead to top reps for priority conversion.
5,000 purchased list entries imported into the pool, where telesales agents actively claim up to 50 a day per team quota.
End-to-end lead management: intake, scoring, conversion to customer
The next resource pool after a lead converts to a customer
Campaign sign-up form fills land directly in the lead pool
Multi-dimensional analysis of lead source / conversion rate
Make every yuan of marketing spend map to a specific lead flow