Claim and maintain account pool accounts

Overview

Before you begin

Before you begin - You are a member of the target Account Pool. - The Account Pool type allows members to view and claim Accounts. - Claiming the Account does not exceed the Claim Limit or Account Retention Limit.

Claim an Account

1. Open Account Pool and select the target Account Pool.
2. From the unassigned Accounts, select the Account that you want to follow up.
3. Click Claim.
4. On the Account details page, confirm that the owner and status are updated.

Return an Account

1. On the assigned Account details page, click More.
2. Select the action to return the Account to an Account Pool.
3. For a non-pool Account, select the target Account Pool.
4. If required, select a salesperson return reason.
5. Confirm the return.

Note An Account Pool administrator can also assign, withdraw, or transfer Accounts. Regular Account Pool members do not have these permissions.

Verify the result

• After the claim, you become the Account owner.
• After the return, the Account enters the target Account Pool and waits for reassignment.

Related topics

• Account lifecycle and Account Pool routing
• Maintain Account information
• Account Pool role permissions and type reference