How to use the "Discard Leads" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 24 May, 2023 at 8:59 AM by Andre Greiner

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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