Assign From Pond Permission Follow

The What

• Assign from Pond
  • This permission gives agent the ability to re-assign leads to themselves from the pond.
    • This is a ONE-WAY transaction. They will only be able to reassign leads from the pond to themselves. They will not be able to reassign to other agents, nor will they able to reassign the lead BACK to the pond.

The Why

There were situations where two agents were trying to claim the same lead from the same pond at the same time. For example, a lead is assigned to the pond and both agents (who each have the Can Assign permission) get the new pond lead alert. They both go to claim it. Agent 1 gets to the lead first and assigns it to themselves. Then, Agent 2 goes to claim the lead. They don't see that Agent 1 has already claimed it because their page/app hasn't been refreshed. So, Agent 2 is then able to "snipe" the lead from Agent 1; which is super not cool.

Now, with the Assign from Pond permission, agents will no longer need the Can Assign permission to claim pond leads. This permission will allow Agent 1 (in our above example) to claim the lead and Agent 2 would get a message saying the lead was no longer available. 

The current Can Assign permission still works the same way it used to. This permission is mainly for teams that are having their new leads sent to a pond for agents to "claim" and work.