If within your pre-sales team there are squad leaders (cell, team or group) or you need someone responsible to reschedule meetings if a pre-sales person is absent, you can grant them this possibility through the Reschedule permission Leads from other Pre-Sellers . This will bring security, freedom and more agility in solving problems, preventing meetings from being held.
Follow the step by step below to release this permission in Exact Spotter.
1. Login to the Exact Spotter page with a Manager account .
2. Enter your email and password and click Login .
3. Access the menu Team > Pre-Salespeople > Configure Permissions
4. Release the Reschedule Leads permission from other Pre-Salespeople according to the required level > Save.
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 general permissions configured for all pre-seller profiles.
• 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. If you don't know how to configure groups, visit the article by clicking here.
• Complete: Pre-Seller will have unlimited access to all Leads registered in the system.
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