This permission is intended to give the pre-seller access to the Sellers' Directory.
This feature enables viewing the agenda and creating boxes for salespeople.
Basically, the creation of boxes means scheduling the seller's hours, whether available or busy, in Spotter's agenda.
By releasing this permission, the pre-salesperson will have broader access and detailed information on the salespeople's agenda, helping when scheduling a meeting or consulting appointments from past dates, thus giving more agility to their work and, in sequence, to the entire team.
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 and password. Click Sign in .
2. Access the menu Team > Pre-Salespeople > Configure Permissions
3. Release access to the Sellers Directory, selecting the permission 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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