This permission is intended to enable the lead transfer function between pre-salespeople.
It can be used in different situations. For example, when the pre-salesperson needs to send a lead to another colleague, when a pre-salesperson leaves the company and these leads need to follow the stages of the sales funnel (or pipeline ) in Spotter or even when a pre-salesperson is a team leader and needs to manage leads when another pre-salesperson goes on vacation or is away.
By default, pre-sales users do not have access to the Transfer Leads feature . With this permission, he will have more autonomy to manage leads , as well as assist in the team's work, giving more flow to the work routine.
As with other types of permissions, lead transfer is also configured by access levels. You must release according to the identified need.
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. Release the " Transfer" permission for Leads , selecting the option according to the required level
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.
4. After releasing the permission, click Save .
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