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Edit Prospect Pool

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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:

To edit a prospect pool, click the ellipsis from the navigation bar and select CRM from the dropdown menu.

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From the CRM page, click Configure Pools.

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Navigate to the prospect pool that will be edited from the subsequent list and click the ellipsis under the Actions columns.

Click Edit from the dropdown menu.

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The fields for the prospect pool will become editable. Edit the Pool Name, Pool Stages, and/or Pool Admins for the prospect pool.

When finished, click Save

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

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