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:
- Pool Name
- Pool Description
- Prospect Stages
- Pool Admins
To edit a prospect pool, click the ellipsis from the navigation bar and select CRM from the dropdown menu.
Click Configure CRM.
Navigate to the prospect pool that will be edited from the subsequent list and click Edit Pool.
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 Changes.
Note: Users with CRM User Licenses can only add users with CRM User Licenses to the Pool Admin role.
