How to enable "Reevaluate (Filter)" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 11:40 AM by Andre Greiner

In Exact Spotter, every time the  lead  changes the Funnel stage (Filter 1 > Filter 2), the pre-salesperson must evaluate this stage.

In the default configuration, the pre-salesperson user  does not have access to the Filter Reassessment  permission  , forcing the manager to do this procedure, when necessary.

By releasing this permission to the pre-salesperson, he will be able to reassess the last stage that the  lead  was in, making his work more agile.


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 and password. Click  Sign in .


2.  Access the menu  Team  >  Pre-Salespeople  >  Configure Permissions


3.  Enable the  Reassess (Filter) permission  according to 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 Changes



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