How to use the "Seller Schedule" permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 29 Mar, 2023 at 1:40 PM by Andre Greiner

This permission is intended to grant you access to the Sellers' Directory.

This feature enables viewing the agenda and creating boxes for salespeople.

Basically, the creation of boxes means scheduling the seller's hours, whether available or busy, in Spotter's agenda.

By releasing this permission, you will have broader access and detailed information on the sellers' agenda, helping when scheduling a meeting or consulting appointments from past dates, thus providing more agility to your work and, consequently, to the entire team.

Follow the step by step below to view the agenda.

1.  Log  in  to the Exact Spotter page . 

a. Enter your email and password. Click  Sign in .


2.  Access the menu  Agenda  >  Boxes 



Viewing the Seller's agenda.

3.  In the Vendor field  , select the desired vendor from the dropdown list.

4.  It is possible to view the agenda of all salespeople. To do so, select the  All option  from the list. 


5.  You can view the schedule by day, week or month. To do this, just select one of the options located in the upper right corner. 


Find out how to create boxes in the sellers' agenda by accessing the article Creating Boxes in the Calendar .  

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