Permissions: Job admins or above, with access to CRM and prospects

Product tier: Available for all subscription tiers

Note: While a user with a CRM Admin License can edit any prospect pool, users with a CRM User License can only edit a prospect pool if they are added as a Prospect Pool Admin for the specific prospect pool.

The following information can be edited for any prospect pool where the user has the appropriate permissions:

Edit a pool

To edit a prospect pool, navigate to the Configure CRM page and click Edit Pool. (CRM > Configure CRM > Edit Pool

Screenshot of edit pool button

Edit the pool's information as needed. When you're finished, click Save Changes.

Screenshot of save changes button

Note: Users with CRM User Licenses can only add users with CRM User Licenses to the Pool Admin role.