How to Enable "Mark Leads as Sold" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 11:05 AM by Andre Greiner

This permission is intended to enable the function of marking the  lead  as sold by pre-seller users.

Spotter is a pre-sales software, that is, one of its roles is to identify and leverage the  lead  for the sales process. In Spotter, this resource is only used to measure the  leads  that were sold, after meeting with the seller. 

Marking a  lead  as sold is done manually, there is no configuration to automate this procedure with Spotter's own resources.

The pre-salesperson with this permission will be able to help the manager's work, being able to optimize his work routine and give more flow to his own, with the completion of the  lead  stage within Spotter.

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  Mark  Leads  as Sold 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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