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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