How to Enable "View Feedback Responses" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 2:27 PM by Andre Greiner

Feedback  is answered by the salesperson, after completing the scheduled meeting between the  lead  and  the pre-salesperson.

If the manager allows this permission, the pre-seller will be able  to view the feedback responses  given by the seller, directly in Spotter. With this, it is possible to obtain the information collected in the meeting, without the need to contact the seller and/or manager, thus providing more agility for the pre-sales work routine.

 

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.  Release the  View Feedback Responses permission by selecting the  Full ,  Individual  , or  Use Same as Profile (provided the default profile permissions are allowed cadence) option  from the list. 

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 : 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.

After releasing the permission, the pre-seller will be able to view  feedbacks .


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