Manually Create a Pool

To manually create a pool, go to the Volunteer module in EverTrue and right away you'll see the option to create your first pool! If you've previously created a pool, use the Actions dropdown menu to create another.

You'll be asked to enter the following information:

  • Pool Name - must be a unique name
  • Giving Data Type - available sets of giving data to display in that pool, only one giving type per pool, option to display "no giving" 
  • Volunteer Assignment - choose whether the pool should be allowed to self-assign prospects or not

It's as easy as that - click Create and you're off!

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