This permission is intended to enable the Delete Leads function.
Generally, the Delete option occurs when the lead was improperly duplicated or when the lead should no longer appear in Spotter's database. In other situations, the resource of discarding leads is generally used , as it allows its recovery, if necessary.
IMPORTANT : Lead deleted cannot be recovered.
Like the lead view, the Delete function is also allowed by access levels. Check the most suitable one and configure it for your pre-sales when needed.
By default, pre-sales users do not have access to the delete leads feature . With this permission, they will have more autonomy to manage leads , as well as assist in the team's work, giving more flow to the work routine, according to the level of permission obtained.
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 and click Sign in .
2. Access the menu Team > Pre-Salespeople > Configure Permissions
3. Release the Delete 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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