How to use the "Re-evaluate Filters" Permission - Spotter V2

Created by Andre Greiner, Modified on Tue, 28 Mar, 2023 at 2:01 PM by Andre Greiner

In Exact Spotter, every time the  lead  changes the Funnel stage (Filter 1 > Filter 2, for example), the pre-salesperson must evaluate this stage.

Permission to  Reassess Filters  will be used for situations in which the  pre-seller  after being granted permission ) needs to reassess a filter.

IMPORTANT:  It is only possible to reevaluate the last step that the lead was on.

Follow the step-by-step guide below to learn how to quickly and easily re-evaluate the last stage of the funnel.

1.  Log in to the Exact Spotter page . 

a. Enter your email and password. Click  Sign in .


2.  Access the side menu  Lead/Opportunity  >  Lead  base  (funnel) .


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

4.  Click on top of the  last stage of the funnel,  on the Arrow icon to view the Filter " " .


5.  You can also change the answers to the questions and to record the changes, click on the Next button . 



6.  You can see if the reassessment was completed successfully through the  lead's history. 


Rate this article so we can improve our service?

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article