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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