How to use "Change Pains/Products linked to Leads" Permission - Spotter V2

Created by Andre Greiner, Modified on Tue, 23 May, 2023 at 3:01 PM by Andre Greiner

This permission is intended to release changes to pain points and products linked to  leads.  Generally used in cases where the pre-seller has mistakenly registered a  lead pain and/or product .

Obtaining this permission, the pre-salesperson will not need to ask the manager to change the  lead 's registration .

Follow the steps below to learn how to  quickly and easily change pains/products linked to leads  .

1.  Log in to the Exact Spotter page . 

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

2.  Access the side menu  Leads  >  Lead  base  (funnel) . 

 


3.  Open the record of a  lead  that is in one of the stages of the  Funnel Filter  ,  clicking on its name and then scroll down the page to the  Products  or  Pains and Objections options .

4.  To edit or delete the  Product  or  Pain , just click on the pencil icon, click on the  X  to delete the  Product  or  Pain  and   then save .

 


 

 

5.  To add new  Products  or  Pains  just click on the pencil icon, click on  Add product  and  save. 


 

 


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