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

Created by Andre Greiner, Modified on Wed, 17 May, 2023 at 2:36 PM by Andre Greiner

This permission will allow the Pre-Seller to have access to the responses of the filters carried out.

It is a very useful permission to perform a self-analysis and check if you missed something during a call. Crossing the audio of the call, with the visualization of the answers of the filters, it is possible to have insights and bring notes that can help the seller.

Permission release

To grant access, just go to  Team > Pre-sellers > Configure Permissions: 

 

For more details on granting permissions, access this link .

In the left side menu, click on  FILTER  and look for the  VIEW ANSWERS (FILTERS) permission

Select the permission level that will release for the PV in question!

 


Then just click save at the bottom of the page!

Permission View

After granting this permission, to view the filter, the Pre-Salesperson must access the  lead details and look for the funnel   card  on the  left side of the details screen.

After that, just click on the option next to the filter you want to view the answers as shown in the image below.

 

 

 

OBS.:  If he still cannot view this option after release, he must log out of the system and log in again with his Pre-Seller user that the permission will be released. 


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