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

Created by Andre Greiner, Modified on Wed, 24 May, 2023 at 10:38 AM by Andre Greiner

This permission will allow the Pre-Seller to have access to the responses of the filters carried out.

It is a very useful permission to carry out a self-analysis and check if the pre-salesperson missed any mapped information during a call. For example, by crossing the audio of the call, with the visualization of the answers of the filters, the pre-salesperson can have insights and bring notes that can help the salesperson later.

 Permission View

After granting this permission, to view the filter, the Pre-Salesperson must access the   lead details and look for Conversion history    card   on the   left side of the details screen.

After that, just click on the question mark icon "  " on the side of the filter you want to view the answers as shown in the image below.



NOTE:   If you still cannot view this option after release, you must refresh the page. If you still cannot see this option, you must log out of the system and log in again with your Pre-Seller user. So the permission will be released. 

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