This permission is intended to grant access to the Patterns menu so that the Pre-Seller can carry out inclusions, editions and exclusions of Markets .
Markets are the areas where companies operate. In Spotter, it is used to better qualify the lead registration .
IMPORTANT: When implementing Spotter, the implementer performs a standard registration of the main market areas, facilitating the process so that the pre-salesperson can identify and carry out the market link in the lead registration.
If you want to register, edit or delete markets, follow the step by step below.
1. Log in to the Exact Spotter page .
a. Enter your email and password and click Sign in .
2. Access the menu Settings > Manage Patterns > Markets.
3. To create a new registration, just click on create, define its name and save.
4. To delete a registered market, just click on the 3 dots ( ) and go to delete.
a. Spotter does not allow excluding a market that already has a link with a lead . However, the market can be disabled by leaving the last options in the list of markets (bottom of the page) as inactive . To activate, just click on the blue switch.
Even if the market is inactive in Spotter, the market is still linked to the lead record .
5. To edit a registered market, just click on the pencil icon to edit
a. Pay attention to the message displayed when editing a market. The name change will be applied to all leads that contain the respective market linked in their registration.
Rate this article so we can improve our service?
To the next!
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article