Feedback is answered by the salesperson, after completing the scheduled meeting between the lead and the pre-salesperson.
When permission is granted, the pre-seller will be able to reassess the feedback given by the seller via email, even after it has been sent to Spotter.
To release this permission, we have some types of levels related to leads. See below.
• 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.
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-Seller > Configure Permissions
4. Enable the Reassess Feedbacks permission to the required level.
5. After enabling, save the changes.
Rate this article so we can improve our service. ?
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article