This permission is intended to release access to Lead Disposal which, by default, is only allowed by the Manager account.
With this permission, the pre-salesperson will be able to streamline his work routine and avoid directing simple demands to the manager.
As with other types of permissions, lead disposal is also configured by access levels. You must identify and release as needed.
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-Salespeople > Configure Permissions
3. Release the Discard Leads permission , as per 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 Changes .
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