How to Enable "Call" Permission for Leads from Other Pre-Sellers - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 10:49 AM by Andre Greiner

This permission is intended to enable the feature of making calls to  leads  from other pre-sellers.

This resource is generally used when there is a need to make a call to resolve any doubts, confirm some information or even due to the unavailability of the pre-seller responsible for the  lead .

By default, pre-sales users do not have access to calling  leads  that are not their own. With this permission, he will have more autonomy to manage more calls and  leads .

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 menin  Team  Pre-Salesmen  Configure  Permissions. 


3.  Release the Power On 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 

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