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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