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. To learn more, click here.
The following information can be edited for any prospect pool where the user has the appropriate permissions:
- Pool Name
- Pool Description
- Prospect Stages
- Pool Admins
Edit a pool
To edit a prospect pool, navigate to the Configure CRM page and click Edit Pool. (CRM > Configure CRM > Edit Pool)
Edit the pool's information as needed. When you're finished, click Save Changes.
Note: To learn more on permissions needed to access CRM, click here.