How to enable "Retrieve" Leads Permission - Spotter V2

This permission is intended to enable the recovery of  leads  for cases in which it was discarded. 

Discarding usually occurs when the  lead  is not yet prepared to purchase your product, but is interested. The reasons are diverse and vary from market to market, this being just one example.

Just like lead viewing  , retrieval is also allowed at different access levels. You must check and grant access to pre-sellers, according to your needs.

By default, Pre-Sales users do not have access to  lead retrieval . With this permission, the Pre-Salesor will have more autonomy to manage  leads , as well as assist in the team's work, giving more flow to the work routine, according to the level of permission obtained.

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.  Enable the  Retrieve  Leads permission by selecting the  Complete ,  individual  or  Use same as profile (as long as the default profile permissions are allowed cadence) option  from the list. 

5.  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.

6.  After enabling, save the changes.

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