Lead ponds — shared buckets your team claims from

A pond is a shared bucket of leads that no agent owns yet. New leads can land there from your intake sources, and any lead can be dropped back in when an agent stops working it. Teammates claim leads out of the pond when they have capacity. Every team starts with a default pond, and you can create more — one per source, one for nurture, whatever fits how your team splits work.

The important behavior: moving a lead into a pond unassigns its agent and pauses the contact's active campaign enrollments. They resume automatically when someone claims the lead. That way an automated email never goes out signed by an agent the lead no longer has.

Managing ponds

1. 1Go to **Team → Pond**. The table shows each pond's name, pond lead, members, and how many leads are sitting in it.
2. 2Click **Add Pond** to create one. Give it a name, optionally pick a pond lead (they get notified whenever a lead lands in the pond), and optionally restrict members — leave members empty and everyone on the team can claim.
3. 3Click a pond's edit action to rename it, change the pond lead, or adjust members.
4. 4To delete a pond, you'll be asked to pick an agent first. Its leads are reassigned to that agent and the pond is removed. The default pond can't be deleted.

Moving and claiming leads

1. 1Open a pond to see its leads, oldest first. Click **Claim** on any lead to take it — it's assigned to you and its paused campaigns resume.
2. 2Use the **Move to pond…** dropdown on a lead to send it to a different pond.
3. 3Select multiple leads with the checkboxes to move them in one go.

Or skip the page and just ask

Everything above works from chat too. Try: "create a pond called Zillow with Sarah as the lead", "move the open-house leads older than 60 days to the Nurture pond" (you'll get a preview to confirm before anything moves), "what's in the Zillow pond?", or "claim the Henderson lead".