How to use the "Transfer Leads" Permission from one pre-salesperson to another - Spotter V2

Created by Andre Greiner, Modified on Wed, 24 May, 2023 at 10:30 AM by Andre Greiner

This permission is intended to enable the  lead  transfer function between pre-salespeople.

It can be used in different situations. For example, when the pre-salesperson needs to send a  lead  to another colleague, when a pre-salesperson leaves the company and these  leads  need to follow the stages of the sales funnel (or  pipeline ) in Spotter or even when a pre-salesperson is a team leader and needs to manage leads when another pre-salesperson goes on vacation or is away.

By default, pre-sales users do not have access to the Transfer  Leads feature With this permission, he will have more autonomy to manage  leads , as well as assist in the team's work, giving more flow to the work routine.

As with other types of permissions,  lead transfer   is also configured by access levels. You must release according to the identified need.

Follow the steps below to learn how to quickly and easily transfer  leads  to another salesperson.

1.  Log in to the Exact Spotter page . 

a. Enter your email and password and click  Sign in .

2.  Access the side menu  Lead List 


3.  When you select a lead, a menu will appear with several options, including the option to  transfer  leads. 


 There are two ways to transfer the  lead. 

• Random transfer : By checking this option, the  lead will be randomly  sent   to any pre-seller.


• Send to a   specific lead : In this option, you choose who to send the  lead to . 



In the example above, the  pre-seller  must be selected in the icon pointed by the arrow.  

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