Lead Pools & Campaign Management
Lead Pools are the distribution engine of BasaltCRM — segmented collections of leads organized for targeted outreach.
What is a Lead Pool?
A Lead Pool is a curated list of leads grouped for a specific campaign, territory, or sales initiative. Pools serve as the bridge between the LeadGen Wizard's discovery output and your Outreach Sequences.
Key Features
ICP Configuration: Each pool stores its own Ideal Customer Profile (ICP) settings, which drive the LeadGen Wizard's targeting. Team Assignment: Pools are scoped to teams and can be assigned to specific members. Member Assignment: Multiple members can work the same pool collaboratively. Campaign Linking: Pools connect directly to Outreach Campaigns for automated sequences. Color Coding: Visual organization with custom colors. Document Attachment: Attach sales collateral, playbooks, and reference materials directly to pools.Pool Lifecycle
Create Pool: Define a name, description, and ICP parameters. Run LeadGen Wizard: Discover and populate the pool with Lead Candidates. Approve Candidates: Human review promotes candidates to Contacts and Lists. Assign to Team: Route the pool to specific members for execution. Launch Outreach: Connect the pool to an Outreach Sequence for automated engagement.Pool Views
Pool Dashboard: Overview of all pools with status, count, and assignment info. Pool Detail: Drill into a specific pool to see all leads, candidates, and linked campaigns.Integration Points
LeadGen Wizard: Pools are the target for AI-discovered leads. Outreach Sequences: Pools feed directly into automated campaigns. Projects: Pools can be linked to Project Boards for task management.