Configure account pool claims, transfers, and field visibility

Overview

Before you begin

• You need Account Pool management permissions.
• The target Account Pool exists and has members.
• Identify sensitive fields such as phone number and email address.

Configure the rules

1. Select the Account Pool type in the target Account Pool settings.
2. Set each member’s Claim Limit in the retention rules.
3. Choose whether converted Accounts count toward the Claim Limit.
4. Choose whether members can transfer claimed Accounts.
5. Set the interval before a member can claim the same Account again.
6. Choose whether Change Owner clears the Related Teams.
7. Select the fields visible on unclaimed Accounts.
8. Choose whether members can view other CRM modules and Sales Records.
9. Save the configuration.

Verify the configuration

1. Use a member account to view an unclaimed Account.
2. Confirm that sensitive fields are hidden.
3. Claim a test Account and verify the Claim Limit.

Related topics

• Create and maintain an Account Pool
• Configure the Account Retention Limit
• Account Pool role permissions and type reference