How to use the "View Feedback Responses" Permission - Spotter V2

Created by Andre Greiner, Modified on Tue, 28 Mar, 2023 at 1:47 PM by Andre Greiner

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

If the manager allows this permission, the pre-seller will be able  to view the feedback responses  given by the seller, directly in Spotter. With this, it is possible to obtain the information collected in the meeting, without the need to contact the seller and/or manager, thus providing more agility for the pre-sales work routine.

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

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 record of a  lead  that is in the  Qualified step,  clicking on its name and then scroll down the page to the  Funnel option .

5.  Click the question mark icon "QualifiedStep Feedback qualificationas follows:


You can also click on the preview feedback option under the  lead history . 

6.  After clicking, you will be redirected to the page with the answers. 


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