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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