This permission is intended to enable the recovery of leads, when it is discarded.
Discarding usually occurs when the lead is not yet prepared to purchase your product, but is interested. The reasons are diverse and vary from market to market, this being just one example.
Like lead viewing , retrieval is also permissioned by access levels. You should check with your manager what your user level is in order to know which leads you have the power to recover.
By default, pre-sales users do not have access to lead retrieval . With this permission, you will have more autonomy to manage leads , as well as assist in the team's work, giving more flow to the work routine, according to the level of permission obtained.
Follow the step-by-step below to learn how to recover leads from the base quickly and easily.
1. Log in to the Exact Spotter page .
2. Enter your email and password and click Login .
3. Access the side menu Leads > List of leads .
IMPORTANT : It is only possible to recover leads that are in the Discarded stage . Check the lead 's Current Stage on the Lead List screen .
4. After opening the page, go to the Discarded tab , where you will find a list of all discarded leads.
5. In the search result, select the checkbox of the leads you want to recover and a menu with several options will appear, click on the Recover button .
6. Once the recovery is complete, the lead is sent to the Entry stage of the Sales Filter (or pipeline ) marked with an orange ball.
The change is also recorded in the lead 's history , within the register.
IMPORTANT : If the Retrieve button is not available on the Lead List screen , you do not have permission to do so. Check access with your manager.
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