Permissions: Job Admin or above, who can access CRM and manage prospects

Product tier: Available for all subscription tiers

Prospect pool admin is a role delegated by a CRM user to other users. When assigned, the prospect pool admin role allows those users to edit, delete, and manage a specific prospect pool.

Users with CRM user licenses must be assigned to the prospect pool admin role to manage the prospect pool. Only users who are Job Admin or higher may be assigned as a prospect pool admin.

In this article, we will cover:

Assign prospect pool admin

To assign a user to the Prospect Pool Admin role, click Ellipsis Icon_-_Ellipses.png icon from the navigation bar and select CRM from the dropdown menu.

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Click Configure CRM

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Navigate to a prospect pool from the subsequent list and click Edit Pool.

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Navigate to the Pool Admin column and select a user from the dropdown menu.

Note: Users who create prospect pools will automatically be added to the prospect pool admin role. This will enable those creators to continually edit and manage the prospect pool. 

Click Save Changes when finished.

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Remove prospect pool admin

To remove a user from the prospect pool admin role, navigate to an editable prospect pool (CRM > Configure Pool > Edit).

Click the delete.png to the right of the users name and click Save Changes when finished.

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