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 "Qualified
Step 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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