How do I create a new pond?

In order to create a new pond, you will need to have admin access. To learn how to do this, follow along with the step-by-step instructions below.

Step 1: Start by going to Ponds in your navigation panel.


Step 2: Click on the plus icon in the upper right corner. This will pull up a screen where you can add the details of the pond.


Step 3: Add a name under Pond Title.
Step 4: Select which team members you would like to add to the pond.
Step 5: Choose whether you want to require a reason to move a lead in or out of the pond.
Step 6: Click on Save to create the new pond.