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.
Assign prospect pool admin
Navigate to the CRM page and click Configure CRM. (CRM in the top navigation bar > Configure CRM)
Find your prospect pool and click Edit Pool.
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.
Remove prospect pool admin
To remove a user from the prospect pool admin role, you'll need to be editing a prospect pool (CRM > Configure Pool > Edit).
Click the next to the user to remove them from the list and click Save Changes to update the pool.
Note: To learn more on permissions needed to access CRM, click here.