Published at: 2026-09-17
Create and maintain an account pool
Overview
Create a shared Account resource pool that matches your sales organization.
Before you begin
- You need Account Management and Account Pool management permissions.
- Define the Account Pool administrators and members.
- Plan claim, withdrawal, and transfer rules.
Create an Account Pool
- Create an Account Pool from the Account Pool management page.
- Enter its name and description, and select an Account Pool type.
- Add Account Pool administrators, administrator collaborators, and members.
- Choose whether members can view and claim unassigned Accounts.
- Configure the Claim Limit, consecutive claim interval, transfer rules, and return rules.
- Configure clearing, Change Owner, withdrawal, and reminder rules.
- Select fields visible on unclaimed Accounts and configure other permissions.
- Review the configuration and save the Account Pool.
Maintain an Account Pool
- Transferring an Account Pool moves all Accounts to the target Account Pool.
- Before deleting an Account Pool, remove or transfer all Accounts.
- You cannot delete a pool referenced by non-pool Account rules.
Verify the configuration
- Confirm that the new Account Pool appears in the list.
- Use a member account to verify visibility for the Account Pool type.
- Use an administrator account to verify assignment and withdrawal.