Lead management

Traffic Pool Help Documentation
中文 I. Function Introduction The Traffic Pool is used to isolate leads from a specific channel. Marketers can analyze the quality of leads from this channel through the Traffic Pool. The Traffic Pool includes leads without a follow - up person and leads with a follow - up person. II. Purpose of Use Marketers Analyze the quality of leads obtained from the public domain through the Traffic Pool III. Permission Description Only the person in charge of the Traffic Pool can view all leads in the current Traffic Pool. IV. Operation Path Traffic Pool: Desktop Management Console → SCRM → Lead Management → Traffic Pool Traffic Pool Settings: Desktop Management Console → SCRM → Enterprise Management → Traffic Pool Settings V. Usage Tutorial Prerequisites for Use Contact the service steward to enable the whitelist; otherwise, the function will display 'Coming Soon'. Set the Person in Charge of the Traffic Pool The person in charge of the Traffic Pool can view all leads in the Traffic Pool. Filter Leads in the Traffic Pool