This permission is intended to release changes to pain points and products linked to leads. Generally used in cases where the pre-seller has mistakenly registered a lead pain and/or product .
Obtaining this permission, the pre-salesperson will not need to ask the manager to change the lead 's registration .
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 Edit Pain and Product (Lead/Opportunity) permission , according to the required level.
IMPORTANT: The pre-seller needs permission to re-evaluate/edit filters, in order to remove/add new pains and/or products. If when accessing the lead's registration, the edit icon () is not available, this permission must be granted.
permissions levels
4. 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.
5. After enabling, save the changes.
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