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 from the navigation bar and select CRM from the dropdown menu.
Click Configure CRM.
Navigate to a prospect pool from the subsequent list and click Edit Pool.
Navigate to the Pool Admin column and select a user from the dropdown menu.
Click Save Changes when finished.
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 to the right of the users name and click Save Changes when finished.