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

Created by Andre Greiner, Modified on Wed, 24 May, 2023 at 10:10 AM by Andre Greiner

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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