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!