How to use the "Rerate Feedback" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 24 May, 2023 at 9:49 AM by Andre Greiner

Feedback  is answered by the salesperson, after completing the scheduled meeting between the  lead  and  the pre-salesperson.

When permission is granted, the pre-seller will be able to  reassess the feedback  given by the seller via email, even after it has been sent to Spotter.

The feedback reassessment procedure is the same as the filter reassessment.

In Spotter, these two permissions were created separately due to the execution process in which, after the meeting, the feedback must be answered by the  SELLER Subsequent to this and, if necessary, the pre-seller will be able to re-evaluate this feedback, by changing the responses filled in by the seller.

Follow the steps below to learn how to  quickly and easily reevaluate feedback  .

1.  Log in to the Exact Spotter page . 

2.  Enter your email and password and click  Login .


3.  Access the side menu  Lead/Opportunity  >  Lead  base  (funnel) . 



4.  Open the registration of a  lead  that is in the Qualified stage  ,  clicking on its name and going to the Lead details  , then scroll down the page to the  Conversion history.

5. At the  last stage, click  on the icon " " to view the Feedback responses .


6.  After viewing the  feedback , you can change the answers to the questions, and to register the changes, just click on the Next button . 

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