Common Data > Customer
Inactive Pool
Posted by i3Teamworks Admin on 28 Sep 2018 3:38pm

Inactive Pool means the Customer is not own by any Staff. Hence, these Customer are available to be picked by any Staff/Employee.

You can move the Customer into Inactive Pool as per below steps

1. From your Main Dashboard, go to Common Data and click on Customer

2. Click Manage Customer and click Inactive Pool tab 

3. Sort the Customer you would like to move into Inactive Pool.

5. Tick the Check Box next to Customer Name and click to complete your action.

 

Note: To confirm the process, Search the Customer under "Unassigned". This is the Customer under Inactive Pool / Common Pool