How to enable "View Lead/Opportunity Details" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 2:24 PM by Andre Greiner

In Exact Spotter, it is possible to release the visualization of  leads  registered in the base through  permission levels By default, the permission granted to the pre-seller when creating their account is to view their  own  leads .

If the pre-salesperson obtains the access level to the  Groups  or to  all the  leads  registered in the system, he/she will be able to perform a personalized filter by pre-salesperson, making it easier to visualize the  leads  of the  sales  funnel (or  pipeline) .

In this way, the pre-salesperson will easily obtain information from other  leads  without having to ask you or your team, making your work routine 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.  Release the View Lead/Opportunity Details permission according to the required level 

IMPORTANT: There are two permissions that can affect the view of leads. Viewing in the lists  allows the Pre-Salesperson to see the leads in the lists and base, while Viewing Lead Details  allows the lead to be accessed and its data verified.  

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 : Setting that copies the pre-established permissions for the pre-seller you want. 

• 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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