How to enable "Open call audio" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 8:53 AM by Andre Greiner

This permission is intended to enable the feature of listening to the audio of calls by pre-sellers.

Generally, the resource of opening the audio of the calls  is used when there is a need to listen to the call to solve any doubts, confirm some information or when the pre-seller wants to study the quality of his calls.

By default, pre-sales users do not have access to the feature to open call audio. With this permission, he will have more autonomy to manage calls and  leads .

Follow the step by step below to release this permission in Exact Spotter.

1.  Login to the Exact Spotter page  with a  Manager account  . 

a. Enter your email, password and click  Login .

2.  Access the menu  Team  >  Pre-Salesors  Configure  Permissions: 

 

3.  Release the  Open call audio permission , according to the required level  


 


permissions levels


Within Spotter we have some permission levels for pre-sellers, which can be extremely useful for optimizing processes and access.

 


• Use Same as Profile : Option that uses the permissions configured in the pre-seller profile. 

• Individual:  Pre-Seller will have limited access  to their  own  Leads

• Groups:  Pre-Salesperson will have limited access  to leads corresponding to the group  informed when granting access.

• Complete:  Pre-Seller will have unlimited access  to all  Leads  registered in the system.

4.  After releasing the permission, click  Save . 


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