Customer Pool

Customer Pool is a shared library of customer information within our company. It allows all related personnel to collect and share important details about customers in one accessible place.

1 Data Presentation

Description:

• The customer pool page is categorized into Public Pool, Pool I Manage, and Pool I Participate.

• Public Pool: Users assigned by the system administrator to view large customer groups are listed as “Public Pool” in the customer oceans list.

• Pool I Manage: Data from public pool where the current user manages the Pool group.

• Pool I Joined: Pool where the current user is part of Pool group's member.

1.1 Pool I Managed

Pools I Managed

1.2 Pool I Joined

Description:

• "Pool I Manage" displays all the pools where the current user is the administrator.

• When hovering over each section, you can directly see the data and ratio of assigned and unassigned customers for the day.

Pools I Joined