How to enable "Searching" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 1:56 PM by Andre Greiner

This permission is intended to allow access to  Exact Spotter's Searching menu  .

 

With this permission released, the pre-salesperson will gain more autonomy and agility in their work routine, as they will be able to carry out market analysis, buy  prospects,  create lists and distribute  leads  to you and other pre-salespeople .

 

Follow the step by step to release Searching permission   quickly and easily.

1.  Login  to  Exact Spotter page  with manager profile. 

a. Enter your email, password and click  Login .

 


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

 

3. Click on  Screens and Modules and look for the Searching permission   and release it by selecting  Use same as profile  or  complete.

 

• Use the same profile 

Use the Searching permission individually  ,  only showing lists, extracts from your account.

•  Complete

Uses the Searching permission with an overview of all users in your company, has access to lists of other users, extracts, etc.


 



 

4.  Click  Save.

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