This permission is intended to enable the function of exporting leads to pre-salespeople.
Lead export is generally used when there is a need to extract data from Spotter to import into another system or even to view data in a spreadsheet.
By default, pre-sales users do not have access to the Export Leads feature . With this permission, he will have more autonomy to manage leads , as well as assist in the team's work, giving more flow to the work routine.
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 Export Leads permission by selecting the Complete/Individual option from the list.
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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