> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/crm/details/customer-pool.md).

# 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

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FeZxcnxHNIEDkU9bhwMB9%2Fimage.png?alt=media&amp;token=4942a27b-8269-4e0e-9e8b-877bbf83920e" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2Fmu6khH6rQsYZfbWlczzq%2Fimage.png?alt=media&amp;token=fb7e957f-fd6e-4416-9c96-e8ca108320b1" alt="" width="209"><figcaption></figcaption></figure>

{% content-ref url="/pages/zG5F1u4whQ6orNtZbrA9" %}
[Pools I Managed](/crm/details/customer-pool/pools-i-managed.md)
{% endcontent-ref %}

### 1.2 Pool I Joined

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2F9MnJ6bEUG0XyXleMLKGE%2Fimage.png?alt=media&amp;token=b119c82b-b865-4acc-bed0-ae57dac12910" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FuEfmQfJjfPpHsARhpXAh%2Fimage.png?alt=media&amp;token=24cbcfe2-a088-45b8-b4dd-b19d069e6a5f" alt=""><figcaption></figcaption></figure>

{% content-ref url="/pages/Xy1UOF56Hgwsf0bVBhlz" %}
[Pools I Joined](/crm/details/customer-pool/pools-i-joined.md)
{% endcontent-ref %}