How to enable "Email Cadence" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 9:52 AM by Andre Greiner

The  e-mails cadence  is used to automate the sending of e-mails, through the creation of  campaigns  with their respective objectives. 

A good example is the  Customer Prospecting Campaign  , through which the  SDR pre-salesperson  directs the  lead  to the next stages of the Sales Funnel (or Pipeline) through e-mail automation.

By releasing this permission to the pre-seller, he will be able to  Create Campaigns in the Email Cadence , making the team's work more agile.

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

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

2.  Enter your email and password and click  Login .

3.  Access the menu  Team  >  Pre-Salespeople  >  Configure Permissions 

v 

4.  Release the  Email Cadence permission by selecting the complete option   or  Use same as profile (provided the default profile permissions is allowed cadence)  from the list.

  

5.  After releasing, save the changes.

After granting permission to the pre-seller, the option  Cadence of e-mails  for using the resource will be added to the Spotter's side menu . 


Also check out the article  How to create an email campaign by  clicking here .


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