Published at: 2026-09-17
Account and account pool business rule terms
Overview
Use this reference to understand key concepts in Account and Account Pool rules.
| Term | Definition |
|---|---|
| Account Pool administrator | An administrator who can assign, withdraw, or transfer Account Pool Accounts |
| Account Pool member | A user who can view, claim, or receive Accounts, depending on the Account Pool type |
| Claim Limit | Maximum Account Quantity that one member can claim from a specified Account Pool |
| Account Retention Limit | Maximum Account Quantity that a user, department, or user group can own |
| Automatic withdrawal | System withdrawal after an Account meets the configured time and behavior conditions |
| Include elapsed days | Determines whether elapsed time counts after a rule changes |
| Non-pool Account | An Account that does not belong to an Account Pool |
| Follow-up Behavior | A business action that updates the Account’s Last Follow-up Time |
| Deal Behavior | A business action that updates Deal Status and Last Deal Time |