This permission has the purpose of granting access to the Discard of Leads .
By default, pre-sales users do not have access to the Discard Leads feature . With this permission, you will be able to streamline your work routine and avoid directing simple demands to your manager.
As with other types of permissions, discard leads is also configured by access levels. Your manager will release it according to the identified need.
Follow the steps below to learn how to quickly and easily discard leads .
1. Log in to the Exact Spotter page .
a. Enter your email, password and click Login .
2. Access the side menu Lead/Opportunity > Lead base (funnel) .
3. Open a lead record and click on the More option located in the upper right corner ( 
)
4. Select the Discard Lead option .
IMPORTANT : When discarding the lead , it will no longer be shown in the funnel, but its data will be kept in the system and it will be possible to redeem it in the future.
5. When discarding the lead , it is mandatory to fill in the reason and optional to fill in the observations.
6. After filling in the fields, click Discard .
Through the menu Lead/Opportunity > List of Leads , it is also possible to discard . Just filter the lead, select it and click on the Discard button 
. The disposal procedure will be the same as shown above, starting from step 5.
To recover the discarded lead , see this article .
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