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How To Create A Pool

Learn how to create a Pool for your incentive plan in the Equa App.
 

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, then click “Incentive Plan” in the drop-down menu
  • Select the Incentive Plan you want to create an incentive for
  • Click on the “Pools” tab
  • Click “+ Create Pools” button

Step 2: Pool Details Form

  • Fill in the required fields starting with the Pool Name, Incentive, and Allocated Amount
  • You can add as much details as you’d like by attaching documents and notes
  • Click the “Save” button
This completes the process of creating a Pool
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