How to enable "Reschedule" Leads Permission from other Pre-Sellers - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 11:28 AM by Andre Greiner

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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