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Assigning a job to a pool

In this article you will find out how you can assign a specific job to a pool

Assigning a job to a pool in the CRM 

First you need to create a new pool 

Screenshot 2026-04-13 at 10.41.58
If you are unsure of how to create a pool, you can find more information in this article

After you start to create a pool, you have to press the "Link a job to this pool" button. Screenshot 2026-04-13 at 11.06.59
In the next step you select the job you want to link to the pool.  Screenshot 2026-04-13 at 11.07.13

Congratulations, now you have created a pool that is linked to a job 🎉

How can you be sure that a pool is linked to a job

If the pool that you or your colleagues have created is linked to a job, a little symbol will appear next to the square. This way you don't have to click on the pool to find out, whether the pool is or is not linked to a job. 

Screenshot 2026-04-13 at 11.09.47