How to enable "Comment" Permission on other Pre-Sellers' Leads timeline" - Spotter V2

With this resource released, the pre-salesperson will be able to insert comments in the  lead timeline  of   other pre-salespeople.

The comments entered vary according to the needs of each company /  lead  / service, and there is no standard of what should be filled in.

By enabling the permission, the pre-salesperson will have more autonomy to help the team, thus reducing the execution time of the tasks.

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  Settings  >  Team  >  Pre-Salesors  >  Edit Permissions 

3.  Release the  Comment permission;  

IMPORTANT:  In order to insert comments into the lead timeline of other pre-salespeople, in addition to obtaining permission specifically for this, your permission level for Viewing Leads must be set to Group, Full or Use the same as the profile (provided that the default profile of permissions are at the allowed cadence).

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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5. It is possible to configure for the pre-salesperson responsible for the  lead  to be notified by e-mail, when another pre-salesperson inserts a comment in his/her  lead . To do so, access the Settings > E-mails  menu  and enable notification, as shown below.  

6.  After enabling notification, click  Save.

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